Fluent Support → Agile CRMEvents and actions

Use Fluent Support events to automate Agile CRM

Choose an event from Fluent Support to start an automation, then choose from the Agile CRM actions listed below. The action settings show what information you need to provide.

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

Fluent SupportFluent SupportAgile CRMAgile 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 new Fluent Support ticket is opened

  1. Fluent SupportWhen a new Fluent Support ticket is opened.
  2. Agile CRMTag 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 customer or agent replies to a Fluent Support ticket

  1. Fluent SupportWhen a customer or agent replies to a Fluent Support ticket.
  2. Agile CRMCreate 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

Tags

2 actions

View actions
  • Tag a subscriber in Agile CRM
  • Remove a Tag from a subscriber in Agile CRM

Available in Noptin

Fluent Support events and actions

Fluent Support

4 events · 4 actions

View events and actions

Events

  • When a new Fluent Support ticket is opened.
  • When a Fluent Support ticket is closed.
  • When a closed Fluent Support ticket is reopened.
  • When a customer or agent replies to a Fluent Support ticket.

Actions

  • Create a Fluent Support ticket, finding or creating the customer by email.
  • Close an existing Fluent Support ticket.
  • Reopen an existing Fluent Support ticket.
  • Reply to an existing Fluent Support ticket as a support agent.

About this connection

How the two tools fit together

Fluent Support: Add a newsletter subscription checkbox to your Fluent support form or automatically add new support submissions to your newsletter or CRM.

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 Fluent Support 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 Fluent Support and Agile CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Fluent Support and Agile CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up Fluent Support 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

  1. Choose an event from Fluent Support to start the automation.
  2. Choose an action from Agile CRM in the list above and fill in its required settings.
  3. 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 Fluent Support and Agile CRM?

Build the automation in your WordPress dashboard with Noptin.

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