Tag a contact in Agile CRM when a user completes a lesson
When a user completes a lesson
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.
Sensei LMS → Agile CRMEvents and actions
Use Sensei LMS events to automate Agile CRM
Choose a Sensei LMS event 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.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a subscriber in Agile CRM when a user completes a lesson
- When a user completes a lesson
- Create or update a subscriber in Agile CRM
Tag a subscriber in Agile CRM when a user completes a course
- When a user completes a course
- Tag 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
Sensei LMS events and actions
Courses
5 events · 4 actions
View events and actions
Events
- When a user starts a course
- When a user completes a course
- When a Sensei LMS course is published
- When a Sensei LMS course is unpublished
- When a Sensei LMS course is deleted
Actions
- Enroll a user in a course
- Remove a user from a course and delete their progress
- Create or update a Sensei LMS course
- Delete a Sensei LMS course
Lessons
4 events · 2 actions
View events and actions
Events
- When a user completes a lesson
- When a Sensei LMS lesson is published
- When a Sensei LMS lesson is unpublished
- When a Sensei LMS lesson is deleted
Actions
- Create or update a Sensei LMS lesson
- Delete a Sensei LMS lesson
Quizzes
5 events · 2 actions
View events and actions
Events
- When a user passes a quiz
- When a user fails a quiz
- When a Sensei LMS quiz is published
- When a Sensei LMS quiz is unpublished
- When a Sensei LMS quiz is deleted
Actions
- Create or update a Sensei LMS quiz
- Delete a Sensei LMS quiz
About this connection
How the two tools fit together
Sensei LMS: Connect Sensei LMS courses, lessons, and quizzes to Noptin.
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 Sensei LMS 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 Sensei LMS and Agile CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Sensei LMS and Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up Sensei LMS on your WordPress site. Connect Agile CRM in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose a Sensei LMS event to start the automation.
- Choose a Agile CRM action from the list above and fill in its required settings.
- 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.
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Build the automation in your WordPress dashboard with Noptin.
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