Automation of Inven → Agile CRM integration without Inven API
Enterprise Resource Planning (ERP)
## Task
The client used the Inven platform for searching and analyzing companies but faced a number of problems:
* High cost of using the Inven API
* Manual data transfer to CRM
* Time loss for employees (up to 40 hours per month)
It was necessary to create a system that:
* automatically retrieves data from Inven
* transfers it to Agile CRM
* works without using the official Inven API
* minimizes company costs
---
## Solution
I developed a custom automation:
Inven → ApiFy → Data Processing → Agile CRM
What was implemented:
* Parsing data from Inven via ApiFy
* Extracting companies, domains, and contact information
* Enriching information
* Checking for duplicates
* Automatic creation in Agile CRM:
* Companies
* Contacts
* Deals (if necessary)
All logic is built without using the paid Inven API.
---
## Key Benefits
Savings on the Inven API
* The system completely eliminates the need to pay for expensive API access.
* Savings of up to 40 hours per month per employee
* Automation eliminates manual data transfer and routine processing.
* Increased productivity of the sales department
* Employees focus on sales rather than data copying.
---
## Technical Part
* ApiFy (custom actor)
* Automation of scenarios
* Processing JSON structures
* Filtering, cleaning, and normalizing data
* Working with Agile CRM API
* Logging and error handling
* Protection against duplicates
---
## Result
* Fully automated data flow
* Reduction of operational costs
* Acceleration of lead processing
* Scalable architecture
The client used the Inven platform for searching and analyzing companies but faced a number of problems:
* High cost of using the Inven API
* Manual data transfer to CRM
* Time loss for employees (up to 40 hours per month)
It was necessary to create a system that:
* automatically retrieves data from Inven
* transfers it to Agile CRM
* works without using the official Inven API
* minimizes company costs
---
## Solution
I developed a custom automation:
Inven → ApiFy → Data Processing → Agile CRM
What was implemented:
* Parsing data from Inven via ApiFy
* Extracting companies, domains, and contact information
* Enriching information
* Checking for duplicates
* Automatic creation in Agile CRM:
* Companies
* Contacts
* Deals (if necessary)
All logic is built without using the paid Inven API.
---
## Key Benefits
Savings on the Inven API
* The system completely eliminates the need to pay for expensive API access.
* Savings of up to 40 hours per month per employee
* Automation eliminates manual data transfer and routine processing.
* Increased productivity of the sales department
* Employees focus on sales rather than data copying.
---
## Technical Part
* ApiFy (custom actor)
* Automation of scenarios
* Processing JSON structures
* Filtering, cleaning, and normalizing data
* Working with Agile CRM API
* Logging and error handling
* Protection against duplicates
---
## Result
* Fully automated data flow
* Reduction of operational costs
* Acceleration of lead processing
* Scalable architecture