Connect Agile CRM to Easy Digital Downloads

This integration allows you to:-

Either add a Agile CRM newsletter subscription checkbox to your EDD checkout form...
... or automatically add new EDD customers to Agile CRM.

Below are some of the automation rules you can set up:-

Create a new contact in Agile CRM when an edd order is marked as pending payment

Remove an existing contact from Agile CRM when an edd order is marked as pending payment

Add a tag to a contact in Agile CRM when an edd order is marked as pending payment

Remove a tag from a contact in Agile CRM when an edd order is marked as pending payment

Create a new contact in Agile CRM when an easy digital downloads order is paid

Remove an existing contact from Agile CRM when an easy digital downloads order is paid

Add a tag to a contact in Agile CRM when an easy digital downloads order is paid

Remove a tag from a contact in Agile CRM when an easy digital downloads order is paid

Create a new contact in Agile CRM when an order is fully or partially refunded

Remove an existing contact from Agile CRM when an order is fully or partially refunded

Add a tag to a contact in Agile CRM when an order is fully or partially refunded

Remove a tag from a contact in Agile CRM when an order is fully or partially refunded

Create a new contact in Agile CRM when an edd order fails, is abandoned or revoked

Remove an existing contact from Agile CRM when an edd order fails, is abandoned or revoked

Add a tag to a contact in Agile CRM when an edd order fails, is abandoned or revoked

Remove a tag from a contact in Agile CRM when an edd order fails, is abandoned or revoked

Create a new contact in Agile CRM when a certain download is purchased

Remove an existing contact from Agile CRM when a certain download is purchased

Add a tag to a contact in Agile CRM when a certain download is purchased

Remove a tag from a contact in Agile CRM when a certain download is purchased

Create a new contact in Agile CRM when a certain download is refunded

Remove an existing contact from Agile CRM when a certain download is refunded

Add a tag to a contact in Agile CRM when a certain download is refunded

Remove a tag from a contact in Agile CRM when a certain download is refunded

Create a new contact in Agile CRM when orders are created or updated within a specific time frame

Remove an existing contact from Agile CRM when orders are created or updated within a specific time frame

Add a tag to a contact in Agile CRM when orders are created or updated within a specific time frame

Remove a tag from a contact in Agile CRM when orders are created or updated within a specific time frame

You can start using this integration in 3 simple steps:-

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

To connect Agile CRM:-

First, download the Agile CRM addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Agile CRM addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Agile CRM addon and then redirect you to a settings page where you can connect Noptin to Agile CRM.
Finally, map the Noptin custom fields to Agile CRM custom fields.