How to Send Ultimate Member Data to Agilecrm

Agilecrm is a platform platform. If you want Ultimate Member registration synced to Agilecrm, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-registration fees, no external dependencies.

What you will need

• A WordPress site with Ultimate Member installed and configured.
• A Agilecrm account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Agilecrm to AFI

Agilecrm uses OAuth 2.0 for authentication. In AFI → Settings → Agilecrm, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Ultimate Member to Agilecrm.

2. Pick your trigger

Select Ultimate Member as the form provider. AFI fires when a user registers or updates their profile, giving you access to user name, email, username, account type, and custom profile fields.

3. Select Agilecrm as the destination

Choose Agilecrm from the platform dropdown and pick Add Record. This creates a record in Agilecrm.

4. Map fields

Match each Agilecrm field on the left to the corresponding Ultimate Member field on the right. Common mappings include user name, email, username, account type, and custom profile fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Ultimate Member. Check Agilecrm to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to Agilecrm with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Ultimate Member events trigger the integration?

AFI fires when a user registers or updates their profile. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Ultimate Member to Agilecrm in minutes.