Use Agile CRM with
Sokko.
Connect Agile CRM and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Agile CRM
Every Agile CRM action Sokko can run. Ask for one in a sentence and it's done.
Create Contact or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Delete Contact or Company
Permanently delete one person contact or company by numeric ID.
Delete Deal
Permanently delete one deal by its numeric Agile CRM ID.
Get Contact or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Update Contact or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.
Get connected
Live in your Slack in two minutes.
No workflows to wire up. Turn on the tools you already use, and your agent gets to work.
Add to Slack
1
Add Sokko to Slack
One click from the Slack marketplace. Your whole team gets Sokko at once.
2
Connect your tools
Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with Agile CRM?
3
Put Sokko to work
@mention Sokko in any channel and it gets going. Minutes, not a weekend.
Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to Agile CRM, and approve the connection when prompted. From then on you can ask Sokko to do things in Agile CRM whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Agile CRM, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Agile CRM and the rest of your stack in a single request.