Agile CRM integration
Social Proof App for Agile CRM
Let today's inquiries convince tomorrow's buyers
Agile CRM social proof puts the contacts your team gets every day in front of the prospects still deciding. Each new contact becomes a small verified notification on your quote, demo and pricing pages.
Who it's for
Agile CRM social proof for small teams that sell from one account
B2B sales teams of two to twenty
Your reps live in deal tracks and follow-up tasks. The website is where buyers first size you up, and it rarely shows how many companies already reach out.
IT, agency and consulting firms
Assessment, audit and quote requests are your whole pipeline. When a visitor sees others asking for the same thing, the form stops feeling like a gamble.
Startups on a lean stack
You picked Agile CRM to keep tools and costs down. Visible demand on your demo page comes from the contacts you already collect, not another form tool.
Problems we solve
Buyers can't see the demand your CRM already records
The problem
The contact form looks like nobody uses it
A B2B buyer wonders whether anyone will answer. Showing each new Agile CRM contact as it is created tells them the form is busy and the team behind it responds.
The problem
Pricing pages leak the most qualified visitors
People reading your plans are close to a decision but want a sign that others chose you. A weekly contact counter turns your Agile CRM totals into that sign.
The problem
New notifications start with an empty feed
Proof that waits weeks to build up is no help this week. When the API key details are correct, your last 30 Agile CRM entries are fetched right away, so the feed has history on day one.
Agile CRM notifications
Turn Agile CRM contacts into notifications that build trust
New inquiries, demo requests, client reviews and live case study readers. Pick a template, match your brand and place it on your quote and demo pages.
New inquiries
Each new Agile CRM contact shows with a first name and city. Works best on quote and assessment forms.
Marcus L. from Portland requested an IT assessment8 minutes ago · Verified by WiserNotifyDemo requests
The same contact event, worded for software. Works best on feature pages that end in a demo button.
Ana R. from Phoenix booked a product demo14 minutes ago · Verified by WiserNotifyClient reviews
Rotate your Google reviews one at a time. Works best on service pages for local B2B firms.
“Ticket response went from days to hours.”
Greg T. · Google review · 2 days ago
Linda P. left a 5-star reviewlast week · FacebookLive readers & offers
Count people reading a case study right now, and count down a setup-fee waiver near quarter close.
What syncs from Agile CRM
| Agile CRM data | Notification | What visitors see |
|---|---|---|
| Contact event (webhook) | Recent lead | Contact's name, city and how long ago they were added |
| Last 30 entries (REST API key) | Recent lead history | Your newest existing contacts, from the moment you connect |
| Contacts over a period | Lead counter | How many contacts came in over recent hours or days |
| Page visits (pixel) | Live visitors | People viewing the page right now |
You choose how names appear: first name, “Sarah M.”, initials or “Someone”.
Setup
How to show Agile CRM contacts on your site in 4 steps
Open the Agile CRM integration
In WiserNotify, go to the Agile CRM integration, click Integrate inside the integration box and enter a name for the connection.
Paste your REST API key and subdomain
In Agile CRM, click Admin Settings, then Developers & API. Copy the REST API Key and your subdomain into the API Key and Agile CRM Sub-Domain fields, add your Agile CRM Email and click Create.
Send the Contact event by webhook
Click the copy button for your webhook URL. In Agile CRM, click your profile logo, choose Admin settings, open Developers & API in the sidebar, paste the URL, select the Contact event and click Save.
Set the data source and test
In your notification, open Customize notification → Data-source and select this integration. Add a test contact, find it on the Dashboard Data page, then check the popup in a private browser window.
See it in action
How WiserNotify turns real activity into more sales conversations
A 7-minute product tour: the notification types, how they look on a live site, and how to set display rules.
We set it up for you
Not technical? A real human does it with you, free
If anything in the Agile CRM setup feels unclear, our support team will install the pixel, connect the integration and configure your first notifications for you, on chat or a screen-share call. Real people, every day of the year.
Talk to an onboarding expert- Live chat from your dashboard. Answers in minutes, not days
- Guided Agile CRM setup on a free screen-share call
- First notifications designed and matched to your brand
More notifications for your Agile CRM landing pages
Once the pixel is on your site, these run next to your contact notifications.
Try it in 10 seconds
See it live on your website
Enter your URL. AI reads your site and previews real notifications on your own page, before you connect Agile CRM. No signup needed.
Or start your free trial without a preview.
Pricing
Plans start at $59 a year
Pricing is based on monthly visitors. Every plan has a 7-day free trial.
FAQ
Social proof app for Agile CRM FAQ
How does WiserNotify connect to Agile CRM?
You paste your REST API key, subdomain and account email into the Agile CRM integration, then add the WiserNotify webhook URL in Agile CRM's Developers & API settings with the Contact event selected.
What does a visitor see from my Agile CRM contacts?
A short line with the contact's name in your chosen format, their city and how long ago they came in. You write the action text, such as “requested a quote”, to match the page.
Will contacts I already have show up?
Yes. Once the API details are correct, the last 30 entries are fetched automatically, so your notifications have recent activity before the next contact arrives.
Can I keep prospects' full names private?
Yes. Pick a first name, “Sarah M.”, initials or simply “Someone” for every notification.
Does the pixel slow down my landing pages?
No. It loads after the rest of the page, so your forms and content render first.
Is there a free plan?
No. Each plan starts with a 7-day free trial, and Basic costs $59 a year.
Turn Agile CRM contacts into proof buyers can see
Your pipeline already shows demand. Put it on the pages where prospects decide.
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5 on Capterra