Simple Membership → Agile CRMEvents and actions

Use Simple Membership events to automate Agile CRM

Choose an event from Simple Membership 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 member's membership level changes

When a member's membership level changes
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 member registers

When a member registers
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

Simple Membership events and actions

Memberships

3 events · 2 actions

View events and actions

Events

When a member registers
When a member's membership level changes
When a member's membership status changes

Actions

Change a member's membership level
Change a member's membership status

About this connection

How the two tools fit together

Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.

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

Choose an event from Simple Membership to start the automation.
Choose an action from Agile CRM in 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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