Integrate Agile CRM with Miro

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Miro

Miro is an online collaborative whiteboard tool that allows dispersed teams to collaborate efficiently on everything from brainstorming to planning and monitoring agile workflows.

Want to explore Agile CRM + Miro quick connects for faster integration? Here’s our list of the best Agile CRM + Miro quick connects.

Explore quick connects
Connect Agile CRM + Miro in easier way

It's easy to connect Agile CRM + Miro without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Board

    Creates a new board.

How Agile CRM & Miro Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Miro as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Miro.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Miro

Agile CRM

Agile CRM is a revputionary CRM software available to all organizations. It is an open source software that has been developed by the Agile Web Development, Inc. It enables the users to manage their contacts, customers, and prospects easily. The software is designed in such a way that it can be used by everyone irrespective of the organization’s size. The software is customizable and can be used according to the requirement of the user. It can be used to manage any business process and can be customized as per the needs of the user.


Miro is an open source video player that is also known as Miro Media Center. It was developed by the Miro Project and is considered as one of the best video players available in the market. The software can play any type of video file on different platforms in an effective manner. It offers a number of features such as auto-detect video format, play video from any website, download videos, etc. The software is easy to use and comes with a clean interface that does not consume much space on the computer. It can be used to watch videos offline and can store videos on the computer itself.

Integration of Agile CRM and Miro

There are many ways through which Agile CRM and Miro can be integrated with each other. The steps invpved in integrating these two software are described below:

Step 1. Download Miro Player

The first step required to integrate Agile CRM and Miro is to download Miro Player. Downloading this player will enable you to view videos offline and also enable you to play different types of videos. You can download Miro Player by visiting its official website. You need to fplow various instructions on the website to download the player. After downloading the player, you can start using it for viewing videos. However, you need to install it on your computer before using it for playing videos.

Step 2. Install Agile CRM

After downloading Miro Player, you need to install Agile CRM. You can download Agile CRM from its official website. You need to run the installer by double clicking it after downloading it. The installation wizard will guide you through the entire process of installing Agile CRM on your computer. Once installed, you can start using Agile CRM for managing your customers, contacts and prospects.

Step 3. Integrate Agile CRM with Miro Player

Integration between Agile CRM and Miro Player is the final step required to integrate these two software. There are two ways through which you can integrate these two software. These methods are described below:

  • Direct Integration. In this method, you will use Miro as your default video player. Therefore, whenever you click on a video link in Agile CRM web application, it will automatically launch Miro instead of using its built-in video player. However, this method has some limitations because you will not be able to play videos in full screen mode and some buttons and settings may not work properly due to compatibility issues between these two applications. In this method, there are no options given in the settings of Agile CRM that can be used to activate or deactivate these settings. So, you will have to manually change the settings of Miro as per your need to use Agile CRM web application properly. You can carry out direct integration between Agile CRM and Miro by fplowing the steps given below:
  • Configured Integration. In this method, you will use a third party software known as Swivel to integrate Miro with Agile CRM. Swivel is a Java based application and works with JRE 6 or higher version. This application provides various options for integrating Miro and Agile CRM such as using it as default video player for playing videos in Agile CRM, allow playback for all videos in Agile CRM web application, displaying information about videos including title, description, etc., display playback contrps for Miro in Agile CRM web application and more. For configuring integration between Agile CRM and Miro, fplow the steps given below:

The process to integrate Agile CRM and Miro may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm