Connect Everest Forms to Agile CRM

Streamline your Subscriber management and automate your forms with this Everest Forms and Agile CRM integration.

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Automate Agile CRM and Everest Forms

You can combine any triggers and actions to create automation rules that save you time.

Triggers

weForms

When a specific Everest Forms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.

View all triggers

Actions

Subscribers

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

Sample Automation Rules

Explore sample automation rules to streamline your connection.

Subscribers

Create or update a subscriber in Agile CRM when a specific Everest Forms form is submitted.

Ready to get started?

You can connect Agile CRM to Everest Forms 4 simple steps.

First, go ahead and install Noptin.

Next, install the Agile CRM and Everest Forms add-ons.

Once you've installed the Agile CRM addon, Noptin will redirect you to the Agile CRM settings page where you can connect your Agile CRM account.

Connect your account and then map the Noptin custom fields to Agile CRM custom fields.

Finally, create any needed automation rules or automated emails.

Save money

You can also connect Agile CRM to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 59 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.