Create company

1. Pick Agile CRM as your target app and choose the connection you want to use, then click “Continue.” You can also create a new Plug under “Create a new connection.”

GearPlug will check whether the connection functions properly before moving on. If it doesn’t, you won’t be able to continue setting up your Gear.

1. Pick “Create company” as your action. This will show the data template corresponding to the fields required by Agile CRM.

1. Fill in the data template with the corresponding source fields. Click each field to show the source field list and pick the right one. You may forego the optional fields (not marked by a red asterisk).

If you don’t want to go through each field manually, you can use the search bar at the top. You can also filter required and optional fields.

1. Click “Map” once you’re done linking the fields.

1. Click “Add a target” or “Save” if you wish to add another target app or save your Gear, respectively.

Make sure you turn on your Gear before exiting GearPlug!