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myCRED → Agile CRMEvents and actions

Use myCRED events to automate Agile CRM

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

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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 user gains points

  1. When a user gains points
  2. 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 user gains points

  1. When a user gains points
  2. 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

Tags

2 actions

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

Available in Noptin

myCRED events and actions

myCRED

2 events · 2 actions

View events and actions

Events

  • When a user gains points
  • When points are deducted from a user

Actions

  • Award points to a user
  • Deduct points from a user

About this connection

How the two tools fit together

myCRED: Award virtual points to your users for various actions and let them spend those points in creative ways.

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

Explore each add-on

See what else you can do

Agile CRM integration details myCRED integration details

More ways to connect your tools

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Browse all Noptin integrations to find another starting point or destination.

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