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Category: CRM · Access: read-only at setup · Actions: drafted for your approval
Connect AgentBox so Vivacity can see your CRM and help you act on it. Your data stays read-only while Vivacity learns. Anything it suggests is drafted for you to approve - it never sends or changes anything in AgentBox without your sign-off.

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What Vivacity does with AgentBox

  • Read contacts, deals and pipeline stages (read-only).
  • Rank who to contact next and explain why.
  • Draft outreach and follow-ups for your approval.

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What syncs

Vivacity reads the following from AgentBox (read-only):
  • Contacts, companies and leads
  • Deals / opportunities and pipeline stages
  • Activity, notes and record owners
Vivacity only ever reads the data you connect. It does not write back to AgentBox unless you explicitly approve an action.

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Connect AgentBox

1

Open Connectors

In Vivacity, go to Settings → Connectors.
2

Choose AgentBox

Find AgentBox under CRM and select Connect.
3

Add your AgentBox API key

Paste your AgentBox API key when prompted. Vivacity stores it encrypted and uses it only to read the data you approve. (Find the key in your AgentBox account settings.)
4

Choose what to share

Pick the account, store or property to sync, then confirm.
5

Confirm the connection

Vivacity runs a first sync. You’ll see a Connected badge when it’s ready (usually a few minutes).

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Permissions & security

  • Read-only by default. Setup grants read access only.
  • You stay in control. Every suggested action is drafted for your approval before anything happens.
  • Encrypted & revocable. Credentials are stored encrypted; disconnect any time in Settings → Connectors.
See Data & permissions for the full picture.

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Troubleshooting

Make sure you’re signed in to the correct AgentBox account with admin access, then retry. If a pop-up was blocked, allow pop-ups for Vivacity and try again. Still stuck? See Connection issues.
Vivacity syncs on a schedule. Trigger a manual sync from Settings → Connectors → AgentBox → Sync now, or see Data & sync.
AgentBox access can expire or be revoked. Open the connector and select Reconnect to restore it - your history is kept.

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Watch: connecting AgentBox

Browse all connectors

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