Connect Agile CRM to WordPress

This integration allows you to:-

Add Agile CRM newsletter subscription forms to your blog posts, headers, footers, and other widget areas.
Display your Agile CRM newsletter forms in popups.
Add Agile CRM newsletter subscription checkboxes to your contact and checkout forms.
Automatically tag or untag your Agile CRM contacts based on the actions they take on your site.

Below are some of the automation rules you can set up:-

Create a new contact in Agile CRM when someone creates a new user account

Remove an existing contact from Agile CRM when someone creates a new user account

Add a tag to a contact in Agile CRM when someone creates a new user account

Remove a tag from a contact in Agile CRM when someone creates a new user account

Create a new contact in Agile CRM when someone updates their user account

Remove an existing contact from Agile CRM when someone updates their user account

Add a tag to a contact in Agile CRM when someone updates their user account

Remove a tag from a contact in Agile CRM when someone updates their user account

Create a new contact in Agile CRM when a user role is changed

Remove an existing contact from Agile CRM when a user role is changed

Add a tag to a contact in Agile CRM when a user role is changed

Remove a tag from a contact in Agile CRM when a user role is changed

You can start using this integration in 2 simple steps:-

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

To connect Agile CRM:-

First, download the Agile CRM addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Agile CRM addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Agile CRM addon and then redirect you to a settings page where you can connect Noptin to Agile CRM.
Finally, map the Noptin custom fields to Agile CRM custom fields.