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Integrations —

Connect Agile CRM to Fluent Forms

This integration allows you to:-
  • Automatically add new Fluent form submissions to Agile CRM.
  • Automatically update the data in Agile CRM whenever someone submits a Fluent Forms form.
  • Tag or untag contacts depending on how they fill specific fields.
Get Started
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Below are some of the automation rules you can set-up:-

agilecrm badge Create a new contact in Agile CRM when a specific fluent forms form is submitted
agilecrm badge Remove an existing contact from Agile CRM when a specific fluent forms form is submitted
agilecrm badge Add a tag to a contact in Agile CRM when a specific fluent forms form is submitted
agilecrm badge Remove a tag from a contact in Agile CRM when a specific fluent forms form is submitted
agilecrm badge Create a new contact in Agile CRM when a specific fluent forms form is submitted with a given field value
agilecrm badge Remove an existing contact from Agile CRM when a specific fluent forms form is submitted with a given field value
agilecrm badge Add a tag to a contact in Agile CRM when a specific fluent forms form is submitted with a given field value
agilecrm badge Remove a tag from a contact in Agile CRM when a specific fluent forms form is submitted with a given field value

To get started:-

You can start using this integration in 2 simple steps:-

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1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website's admin dashboard then navigate to Plugins > Add New.
  2. Search for "Noptin" in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.
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2. Connect Agile CRM

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

You can connect to Fluent Forms via automation rules.

To do this:-

First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.

Noptin create new automation rule

Next, set the trigger to “Fluent Forms > Form Submission” and then select the appropriate action.

Fluent forms create automation rule

Finally, set any relevant conditional logic and save the automation rule after you’re done.

edit fluent forms automation rule

You can also connect Agile CRM to your favourite WordPress plugins and forms at no extra cost to you.

Click on any integration to learn more.

Have a question about Noptin?

Contact our customer support team anytime

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