Bit Social → Agile CRMEvents and actions

Use Bit Social events to automate Agile CRM

Choose a Bit Social event to start an automation, then choose from the Agile CRM actions listed below. The action settings show what information you need to provide.

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Automation ideas

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Agile CRM when Bit Social finishes publishing an X (Twitter) post

When Bit Social finishes publishing an X (Twitter) post.
Tag a subscriber in Agile CRM

Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.

Create or update a subscriber in Agile CRM when Bit Social finishes publishing an X (Twitter) post

When Bit Social finishes publishing an X (Twitter) post.
Create or update a subscriber in Agile CRM

Tag a subscriber in Agile CRM when Bit Social finishes publishing a Facebook post

When Bit Social finishes publishing a Facebook post.
Tag a subscriber in Agile CRM

Available in Noptin

Agile CRM actions

Subscribers

2 actions

View actions

Create or update a subscriber in Agile CRM
Remove a subscriber from Agile CRM

Bit Social events and actions

Social Posts

14 events · 1 action

View events and actions

Events

When Bit Social finishes publishing a Facebook post.
When Bit Social finishes publishing a LinkedIn post.
When Bit Social finishes publishing a Discord post.
When Bit Social finishes publishing an Instagram post.
When Bit Social finishes publishing a Pinterest post.
When Bit Social finishes publishing a Threads post.
When Bit Social finishes publishing a Tumblr post.
When Bit Social finishes publishing an X (Twitter) post.
When Bit Social finishes publishing a Google Business Profile post.
When Bit Social finishes publishing a TikTok post.
When Bit Social finishes publishing a Bluesky post.
When Bit Social finishes publishing a Telegram post.
When Bit Social finishes publishing a Line post.
After Bit Social finishes a publishing run across all selected platforms.

Actions

Publish custom content to a selected Bit Social account.

About this connection

How the two tools fit together

Bit Social: Social media auto-poster and scheduler for WordPress.

Agile CRM: Agile CRM is an all-in-one customer relationship management (CRM) solution designed for small to medium-sized businesses, offering sales automation, marketing automation, and customer service tools to streamline business processes and enhance customer relationships.

What information can you send?

Connect Agile CRM, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the Bit Social event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Agile CRM account and the audience selected.

Start here

Set up Bit Social and Agile CRM with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Bit Social and Agile CRM from Noptin → Extensions. How to activate your license.
Install and set up Bit Social on your WordPress site. Connect Agile CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose a Bit Social event to start the automation.
Choose a Agile CRM action from the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Bit Social and Agile CRM?

Build the automation in your WordPress dashboard with Noptin.

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