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Email and CRM

Connect Agile CRM to WordPress

Send people from your WordPress site to Agile CRM. Choose what adds or updates a contact, then match the details you want to send.

See plans and pricing See what you can do ↓
Agile CRMAgile CRMNoptinNoptin
Noptin is installed on 15,000+ websitesSee what users say

How it works

Send WordPress contacts to Agile CRM

01

Connect your account

Connect Agile CRM to Noptin using the details requested in its settings.

02

Choose what happens

Add, update, tag, remove, or unsubscribe a contact when the connection supports it.

03

Choose the details

Add an email address and any other required details. Pick a list, audience, or tag when needed.

More ways to use it

What Agile CRM provides

Automatically Add or Update Agile CRM Subscribers

Turn WordPress signups, user registrations, and form submissions into Agile CRM subscribers. Create new records or update existing ones automatically, without manual imports.

Organize Subscribers with Agile CRM Tags

Keep your subscribers organized by interests, signup sources, or website activity using Agile CRM tags, making it easier to manage different audiences.

Automatically Remove Subscriber Tags

Remove outdated tags from Agile CRM subscribers based on their WordPress activity. Keep your contact records accurate without manually updating tags.

What you can automate

Manage Agile CRM contacts

Tag

Apply a tag to contacts or remove it.

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

Explore connections

Ways to connect Agile CRM with WordPress

Account-specific choices

Which Agile CRM fields can you use?

Lists, tags, and custom fields depend on the connected Agile CRM account and the audience selected.

Automations

Example automations

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 an event is published

  1. Events ManagerWhen an event is published
  2. Agile CRMCreate or update a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a specific Everest Forms form is submitted

  1. Everest FormsWhen a specific Everest Forms form is submitted.
  2. Agile CRMCreate or update a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a recipe is published

  1. WP Recipe MakerWhen a recipe is published
  2. Agile CRMCreate or update a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a customer or agent replies to a Fluent Support ticket

  1. Fluent SupportWhen a customer or agent replies to a Fluent Support ticket.
  2. Agile CRMCreate or update a subscriber in Agile CRM

Tag a contact in Agile CRM when a specific WS Form form is submitted

  1. WS FormWhen a specific WS Form form is submitted.
  2. Agile CRMTag 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.

Remove a contact tag in Agile CRM when a user is removed from an access group

  1. SureMembersWhen a user is removed from an access group
  2. Agile CRMRemove a Tag from a subscriber in Agile CRM

Use the member's email address to find the existing contact. Choose the tag.

Tag a subscriber in Agile CRM when someone leaves a comment

  1. WordPress CommentsWhen someone leaves a comment
  2. Agile CRMTag a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a specific Bricks Builder form is submitted

  1. Bricks BuilderWhen a specific Bricks Builder form is submitted.
  2. Agile CRMCreate or update a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a user completes a lesson

  1. MasterStudy LMSWhen a user completes a lesson
  2. Agile CRMCreate or update a subscriber in Agile CRM

Start here

Set up 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 Agile CRM from Noptin → Extensions. How to activate your license.
  3. Connect Agile CRM in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with an action from Agile CRM, choose what starts it, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Connect Agile CRM with WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyCharitableCharitableContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProQuillFormsQuillFormsSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

About 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.

Visit the Agile CRM website ↗

Ready to use Agile CRM with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing