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.

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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.

Choose where it goes

Agile CRM destinations

Tag

Choose the tag in the action settings.

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.

Automation ideas

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 someone subscribes

  1. When a subscriber's status changes to subscribed.
  2. Create or update a subscriber in Agile CRM

Create or update a subscriber in Agile CRM when a Noptin subscriber is tagged

  1. When a tag is added to a subscriber.
  2. Create or update a subscriber in Agile CRM

Remove a subscriber from Agile CRM when a Noptin subscriber is untagged

  1. When a tag is removed from a subscriber.
  2. Remove a subscriber from 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 a Agile CRM action, choose what starts it, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

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