Connect Agile CRM to Ninja Forms
This integration allows you to:-- Either add a Agile CRM newsletter subscription checkbox to your Ninja forms...
- ... or automatically add new Ninja form submissions to Agile CRM.
Below are some of the automation rules you can set up:-
Create a new contact in Agile CRM when a specific ninja forms form is submitted
Remove an existing contact from Agile CRM when a specific ninja forms form is submitted
Add a tag to a contact in Agile CRM when a specific ninja forms form is submitted
Remove a tag from a contact in Agile CRM when a specific ninja forms form is submitted
Create a new contact in Agile CRM when a specific ninja forms form is submitted with a given field value
Remove an existing contact from Agile CRM when a specific ninja forms form is submitted with a given field value
Add a tag to a contact in Agile CRM when a specific ninja forms form is submitted with a given field value
Remove a tag from a contact in Agile CRM when a specific ninja forms form is submitted with a given field value
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.
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 Ninja Forms
To do this:-
First, open any form in the Ninja Forms editor…
… then click on the “Emails & Actions” tab to open the actions settings.
Next, click on the “+” button to add a new action…
… and select Noptin as the action.
Ninja forms will add the action and open the Noptin action settings. Use these settings to map the fields on your forms to Noptin fields.
For example, you can map the subscriber’s email to an email field on your form or the email address of the currently logged-in user.
The same applies to the subscriber’s name and any other custom field that you have set up.
Finally, save your changes.
That’s all.
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.
Ready?
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