Tag a contact in Agile CRM when a specific Brizy form is submitted
When a specific Brizy form is submitted.
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.
Brizy → Agile CRMEvents and actions
Use Brizy submissions to automate Agile CRM
Add people to Agile CRM when they submit your Brizy form. Choose the form and destination, match the email field, then test it.
Already using Noptin? Learn how to create an automation rule.
Brizy→Agile CRM
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a subscriber in Agile CRM when a specific Brizy form is submitted
- When a specific Brizy form is submitted.
- Create or update 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
Tags
2 actions
View actions
- Tag a subscriber in Agile CRM
- Remove a Tag from a subscriber in Agile CRM
Available in Noptin
Brizy events
Forms
1 event
- When a specific Brizy form is submitted.
About this connection
How the two tools fit together
Brizy: Noptin finds Brizy forms in your site content and project, then lets you choose the form that starts a rule.
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?
First choose the Brizy form. Noptin then shows the answers that form collects, so you can send the right ones to Agile CRM.
Lists, tags, and custom fields depend on the connected Agile CRM account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Brizy 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 Brizy and Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up Brizy on your WordPress site. Connect Agile CRM in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Select the Brizy form whose submissions should start the automation.
- Choose an action from Agile CRM in 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.
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