Beaver Builder → Agile CRM
Send Beaver Builder submissions to your subscribers in Agile CRM. Choose the form, match the details, and manage the automation from your WordPress dashboard.
Requires Noptin Premium, Beaver Builder, and an account with Agile CRM.
Set up and manage the rule in WordPress.
Keep collecting enquiries and signups with Beaver Builder. Use Noptin to decide what happens next in Agile CRM, without copying each submission by hand.
Follow these steps to create or update a subscriber in Agile CRM when someone submits your Beaver Builder form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Go to Noptin → Automation Rules and create a rule. Search for Beaver Builder and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Search for Agile CRM and select Agile CRM > Create/Update Subscriber. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Fill in the subscriber fields shown by the action. Map the email field to the submitted email address, then map any other details you want to send.
In the automation editor, use conditions to choose which submissions run the action. For newsletter signups, add a condition so the action runs only when the signup checkbox is checked. Test the form with and without the checkbox selected.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with an address you control, then check the subscriber, mapped fields in Agile CRM.
Yes. Select an existing Beaver Builder form in the rule. Check that it collects the fields required by your Agile CRM action.
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
Use Agile CRM > Create/Update Subscriber for an existing subscriber. Review its field settings and test with an existing email before enabling it for visitors. For tag actions, check the settings for a missing subscriber; do not assume that every action creates one.
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Agile CRM account. See the current Noptin plans for pricing.
Automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
When a specific Beaver Builder form is submitted.Tag a subscriber in Agile CRMChoose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
When a specific Beaver Builder form is submitted.Create or update a subscriber in Agile CRMChoose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When a specific Beaver Builder form is submitted.Create or update a subscriber in Agile CRMRemove a subscriber from Agile CRMTag a subscriber in Agile CRMRemove a tag from a subscriber in Agile CRMSend Beaver Builder submissions to Agile CRM automatically and spend less time copying details by hand.
See plans and pricing