Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
WordPress Comments: Add a newsletter subscription checkbox to WordPress comment forms, allowing visitors to subscribe when they leave a comment.
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 WordPress Comments 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 WordPress Comments 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 Agile CRM from Noptin → Extensions. How to activate your license.
- Install and set up WordPress Comments 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.
Put it together
Set up the automation in WordPress
- Choose an event from WordPress Comments 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.