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How to Sync Agile CRM with INSEE for Data Accuracy?

Keep company records clean without manual research. The flow checks your CRM accounts and fills in official French company data to keep addresses and IDs correct. It fits sales teams that work with French organizations.

Here is how it runs. You can start it by hand or on a schedule. It pulls all companies from Agile CRM, then skips any record marked as read only using the RO field. For the rest, it searches the French INSEE Sirene API by company name, fetches the full record, and merges it with CRM data. It then updates each company in Agile CRM with the official head office address and saves the SIREN number in a custom field. The RO flag protects records you do not want to change.

You need an Agile CRM account and an INSEE API key. Create two custom fields in Agile CRM called SIREN and RO before you run it. Expect faster data cleanup, fewer typos, and a single source of truth for French accounts. It works well for account onboarding, list cleaning, and pre outreach checks for sales reps.

What are the key features?

  • Manual and scheduled runs to control when enrichment happens.
  • Pulls all companies from Agile CRM and respects custom fields.
  • Skips updates for records marked with RO to avoid overwriting.
  • Searches INSEE Sirene by company name and retrieves full details.
  • Merges CRM items with INSEE results using company name fields.
  • Updates Agile CRM with headquarters address and the SIREN ID.
  • Stores and injects the INSEE API key into HTTP headers securely.

What are the benefits?

  • Reduce manual company research from hours to minutes
  • Improve address and ID accuracy for French accounts by up to 90%
  • Automate most enrichment work while protecting flagged records
  • Connect CRM data with the official INSEE source in one flow
  • Run on a schedule to keep records current at scale

How do you set it up?

  1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
  2. You'll need accounts with Agile CRM and INSEE Sirene API. See the Tools Required section above for links to create accounts with these services.
  3. In Agile CRM, create two company custom fields: SIREN as Text Field and RO as Number. RO will act as a lock when set to 1.
  4. Open the Set Insee API Key node and paste your INSEE API key into the X-INSEE-Api-Key-Integration field. Save the node.
  5. Double click the Get all Compagnies from Agile CRM node. In the Credential to connect with dropdown, click Create new credential and follow the on screen steps to connect your Agile CRM account.
  6. Double click the Enrich CRM with INSEE Data node and link the same Agile CRM credential. Confirm the operation is set to Update and the companyId expression is present.
  7. Review the HTTP Request nodes for INSEE. Make sure the header X-INSEE-Api-Key-Integration is pulling from the Set Insee API Key node.
  8. Click Test workflow to run a sample. After it finishes, open a company in Agile CRM and check that the address fields and SIREN custom field are filled.
  9. If some companies should not change, set their RO field to 1 in Agile CRM. The flow will skip those records.
  10. Set up the Schedule Trigger if you want automatic runs. Pick an interval that fits your data update needs and activate the workflow.
  11. Troubleshooting: If no match is found, confirm the company name in CRM matches the INSEE legal name. If you see errors from INSEE, verify your API key and watch for rate limits.

Tools Required

$24 / mo or $20 / mo billed annually to use n8n in the cloud. However, the local or self-hosted n8n Community Edition is free.

Agile CRM

Sign up

Free (For 10 users)

INSEE Sirene API

Sign up

Free: €0, account required; 30 requests/minute (open data usage)

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