WP eMember → Agile CRMEvents and actions

Use WP eMember events to automate Agile CRM

Choose an event from WP eMember 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

  1. When a member's membership level changes
  2. 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

  1. When a member registers
  2. 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

Tags

2 actions

View actions
  • Tag a subscriber in Agile CRM
  • Remove a Tag from a subscriber in Agile CRM

Available in Noptin

WP eMember events and actions

Memberships

2 events · 2 actions

View events and actions

Events

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

Actions

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

About this connection

How the two tools fit together

WP eMember: A WordPress membership plugin that allows you to protect your digital products, premium content, and other members-only resources.

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 WP eMember 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 WP eMember and 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 WP eMember and Agile CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up WP eMember 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

  1. Choose an event from WP eMember to start the automation.
  2. Choose an action from Agile CRM in the list above and fill in its required settings.
  3. 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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