Connect Agile CRM to GeoDirectory

This integration allows you to:-

Automatically add new listing submissions to Agile CRM.
Automatically update the data in Agile CRM whenever the listing is updated.
Tag or untag subscribers depending on the listing statuses and memberships.

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Below are some of the automation rules you can set up:-

Create a new contact in Agile CRM when a geodirectory listing is created or updated

Remove an existing contact from Agile CRM when a geodirectory listing is created or updated

Add a tag to a contact in Agile CRM when a geodirectory listing is created or updated

Remove a tag from a contact in Agile CRM when a geodirectory listing is created or updated

Create a new contact in Agile CRM when a geodirectory listing is published

Remove an existing contact from Agile CRM when a geodirectory listing is published

Add a tag to a contact in Agile CRM when a geodirectory listing is published

Remove a tag from a contact in Agile CRM when a geodirectory listing is published

Create a new contact in Agile CRM when a geodirectory listing is downgraded

Remove an existing contact from Agile CRM when a geodirectory listing is downgraded

Add a tag to a contact in Agile CRM when a geodirectory listing is downgraded

Remove a tag from a contact in Agile CRM when a geodirectory listing is downgraded

Create a new contact in Agile CRM when a geodirectory listing expires

Remove an existing contact from Agile CRM when a geodirectory listing expires

Add a tag to a contact in Agile CRM when a geodirectory listing expires

Remove a tag from a contact in Agile CRM when a geodirectory listing expires

Create a new contact in Agile CRM when a certain user creates or updates a listing

Remove an existing contact from Agile CRM when a certain user creates or updates a listing

Add a tag to a contact in Agile CRM when a certain user creates or updates a listing

Remove a tag from a contact in Agile CRM when a certain user creates or updates a listing

Create a new contact in Agile CRM when a listing status is changes

Remove an existing contact from Agile CRM when a listing status is changes

Add a tag to a contact in Agile CRM when a listing status is changes

Remove a tag from a contact in Agile CRM when a listing status is changes

Create a new contact in Agile CRM when listings are created or updated within a specific time frame

Remove an existing contact from Agile CRM when listings are created or updated within a specific time frame

Add a tag to a contact in Agile CRM when listings are created or updated within a specific time frame

Remove a tag from a contact in Agile CRM when listings are created or updated within a specific time frame

Create a new contact in Agile CRM when a listing is created or updated in a given country

Remove an existing contact from Agile CRM when a listing is created or updated in a given country

Add a tag to a contact in Agile CRM when a listing is created or updated in a given country

Remove a tag from a contact in Agile CRM when a listing is created or updated in a given country

Create a new contact in Agile CRM when a listing is created or updated in a given region

Remove an existing contact from Agile CRM when a listing is created or updated in a given region

Add a tag to a contact in Agile CRM when a listing is created or updated in a given region

Remove a tag from a contact in Agile CRM when a listing is created or updated in a given region

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

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2. Connect Agile CRM

To connect Agile CRM:-

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

3. Connect GeoDirectory

You can connect to GeoDirectory 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 “GeoDirectory > Save Listing” (or whatever your post type is) then select the appropriate action.

Create geodirectory listing automation rule

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

Edit geodirectory listing automation rule

NOTE: This automation rule will fire for the trigger subject that you define when editing the listing. This could be a static email address, the email address of the listing owner, or an email address from a custom field.

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