Tag a contact in Agile CRM when an event is published
When an event is published
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.
Events Manager → Agile CRMEvents and actions
Use Events Manager events to automate Agile CRM
Choose an event from Events Manager 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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Events Manager→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 an event is published
- When an event is published
- Create or update a subscriber in Agile CRM
Tag a subscriber in Agile CRM when a booking is added
- When a booking is added
- Tag a subscriber in Agile CRM
Supported triggers and actions
Choose 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 this happens (6)
- When an event is published
- When an event is unpublished
- When a booking is added
- When an event is deleted
- When a location is published
- When a location is unpublished
Do this (4)
- Create or update a subscriber in Agile CRM
- Remove a subscriber from Agile CRM
- Tag a subscriber in Agile CRM
- Remove a tag from a subscriber in Agile CRM
View all triggers and actions (14)
When this happens (4)
- When a location is deleted
- When a booking is deleted
- When a booking status changes
- When a booking RSVP status changes
No matching triggers or actions.
About this connection
How the two tools fit together
Events Manager: Events Manager is an event registration and booking plugin for WordPress with recurring events, locations, tickets, and attendee management.
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 Events Manager 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 Events Manager 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 Events Manager and Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up Events Manager 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
- Choose an event from Events Manager to 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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