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Integrations —

Connect Agile CRM to WS Form

This integration allows you to:-
  • Automatically add new form submissions to Agile CRM.
  • Automatically update the data in Agile CRM whenever someone submits a form.
  • Tag or untag contacts depending on how they fill specific fields.
Get Started
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Below are some of the automation rules you can set-up:-

agilecrm badge Create a new contact in Agile CRM when a specific ws form form is submitted
agilecrm badge Remove an existing contact from Agile CRM when a specific ws form form is submitted
agilecrm badge Add a tag to a contact in Agile CRM when a specific ws form form is submitted
agilecrm badge Remove a tag from a contact in Agile CRM when a specific ws form form is submitted
agilecrm badge Create a new contact in Agile CRM when a specific ws form form is submitted with a given field value
agilecrm badge Remove an existing contact from Agile CRM when a specific ws form form is submitted with a given field value
agilecrm badge Add a tag to a contact in Agile CRM when a specific ws form form is submitted with a given field value
agilecrm badge Remove a tag from a contact in Agile CRM when a specific ws form form is submitted with a given field value

To get started:-

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

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1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website's admin dashboard then navigate to Plugins > Add New.
  2. Search for "Noptin" in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.
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2. Connect WS Form

You can connect to WS Form via automation rules. To do this:- First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the "Add New" button to create a new automation rule. Noptin create new automation rule
Next, set the trigger to "WS Form > Form Submission" and then select the appropriate action.   Finally, set any relevant conditional logic and save the automation rule after you're done.  
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3. Connect Agile CRM

  1. First, download the addon from your account.
  2. Log in to the WordPress admin area of your website.
  3. Navigate to Plugins > Add New then click on Upload Plugin.
  4. Upload the plugin you downloaded in the first step.
  5. Click on Install Now.
  6. Wait for WordPress to install the plugin then click on Activate Plugin.
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You can also connect Agile CRM to your favourite WordPress plugins and forms at no extra cost to you.

Click on any integration to learn more.

Have a question about Noptin?

Contact our customer support team anytime

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