Create event
Pick Agile CRM as your target app and choose the connection you want to use, then click โContinue.โ You can also create a new Plug under โCreate a new connection.โ
GearPlug will check whether the connection functions properly before moving on. If it doesnโt, you wonโt be able to continue setting up your Gear.
Pick โCreate eventโ as your action. This will show the data template corresponding to the fields required by Agile CRM.
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 donโt want to go through each field manually, you can use the search bar at the top. You can also filter required and optional fields.
Click โMapโ once youโre done linking the fields.
Click โAdd a targetโ or โSaveโ if you wish to add another target app or save your Gear, respectively.
Make sure you turn on your Gear before exiting GearPlug!
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