Everest Forms → Agile CRMEvents and actions

Use Everest Forms submissions to automate Agile CRM

Add people to Agile CRM when they submit your Everest Forms form. Choose the form and destination, match the email field, then test it.

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Already using Noptin? Learn how to create an automation rule.

Everest Forms

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.

Tag a contact in Agile CRM when a specific Everest Forms form is submitted

When a specific Everest Forms 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.

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

When a specific Everest Forms 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

Everest Forms events

Forms

1 event

When a specific Everest Forms form is submitted.

About this connection

How the two tools fit together

Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.

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 Everest Forms 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 Everest Forms 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 Everest Forms and Agile CRM from Noptin → Extensions. How to activate your license.
Install and set up Everest Forms 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

Select the Everest Forms 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.

Ready to connect Everest Forms and Agile CRM?

Build the automation in your WordPress dashboard with Noptin.

See plans and pricing