Gravity Forms Agile CRM

The plugin sends data from Gravity Forms submissions to Agile CRM, reducing the need to enter contact details by hand. It can create new contacts or update existing records with information submitted through a form. Field mapping lets you connect individual form fields to corresponding contact fields, so the data collected on your site can be organized in Agile CRM.

You can also add tags to new contacts and create follow-up tasks when a form is submitted. Task details can include a subject, status, description, and due date. Gravity Forms conditional logic lets you set criteria for when the integration runs, giving you control over which submissions send data to Agile CRM.

Features

• Send form submissions: Transfer Gravity Forms submission data to Agile CRM contacts, reducing manual entry when your site collects lead or customer details.
• Create or update contacts: Use submitted information to create new Agile CRM contacts or update existing records with the latest details.
• Map contact fields: Match individual Gravity Forms fields with corresponding Agile CRM contact fields to organize the information collected through your forms.
• Create follow-up tasks: Generate Agile CRM tasks from form submissions, with customizable subjects, statuses, descriptions, and due dates.
• Add contact tags: Apply tags to new contacts based on form submissions, helping you organize contacts for segmentation and communications.
• Set conditional rules: Use Gravity Forms conditional logic to decide when data is sent to Agile CRM, based on criteria set for a form.

Best for

• WordPress sites collecting leads with Gravity Forms
• Sales teams managing contacts in Agile CRM
• Marketing teams organizing form leads with tags