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iTeam
Integration · CRM and sales Through the API

Agendor CRM integration for AI agents that keep your funnel current

Agendor is a Brazilian CRM for B2B sales teams, with a deal funnel, task calendar, customer history and a mobile app for field salespeople. This page is for sales teams that sell in Brazil. The agent creates and updates companies, people, deals and tasks through the public Agendor API, which iTeam's HTTP tool learns by reading the API documentation.

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Integration

What AI agents do with Agendor

CRM updated after the visit

The field salesperson sends a voice note about how the visit went, and the agent records in Agendor the summary, the next step and the follow-up date. Nobody has to type in the car.

Follow-up that does not get forgotten

The agent tracks deals with no interaction for longer than agreed and reminds the salesperson with the context of the last conversation. If asked, the agent suggests the message too.

New lead with an enriched company

When a lead arrives through the website or WhatsApp, the agent creates the company and the person in Agendor, looks up public data from the CNPJ (the Brazilian company tax ID) and assigns it to the salesperson for that region.

Weekly funnel for the manager

Every Monday the agent sends the funnel summary: what moved forward, what cooled off and which proposals expire this week. The manager uses it in the sales meeting.

How it works in iTeam

Connect Agendor once. The agents use it within your rules.

  • Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
  • Each agent gets the right accessYou decide what each agent can read or do in Agendor, by area and by person.
  • Human approval where it mattersSensitive actions wait until someone with the authority approves them.
  • A trail and a cost for every actionWho asked, what the agent did in Agendor and what it cost, all on record.

Often used together with Agendor

Questions

Questions about Agendor and AI agents

Does iTeam integrate with Agendor?

Yes. iTeam connects through the public Agendor API with the token of your account.

Does the agent see the deals of every salesperson?

It sees what the integration user sees in Agendor, and in iTeam you can still restrict it by team or portfolio.

Can it delete deals?

Not by default. It creates, updates and comments, and deletions or owner changes can require approval.

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