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Gravity Forms Agile CRM Add-On

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The Gravity Forms Agile CRM Add-On allows you to quickly integrate any Gravity Form with Agile's Sales and Marketing CRM and allows you to create or update contact and create tasks.

Seamless Integration
Quickly and easily integrate with Agile CRM when a form is submitted.
Create Contacts
Create a contact in Agile CRM when a form is submitted.
Update Contacts
Update contact details in Agile CRM when a form is submitted.
Create Tasks
Automatically create a task in Agile CRM when a form is submitted and associate that task with the contact that is created.
Conditional Logic
As with all of our Add-Ons use Gravity Forms built in Conditional Logic to only integrate with Agile CRM when you want to!

Demo Link : https://www.gravityforms.com/add-ons/agile-crm/


Summary from 2008-2021 Rocketgenius Inc.
Quickly integrate any form with Agile's Sales and Marketing CRM using the Gravity Forms Agile CRM Add-On. Add or update contacts in your Agile CRM or create new tasks after form submissions helping to automate your workflows.
Supercharge your sales marketing and services with Agile CRM. From email marketing to product management Agile CRM can support your business across the board.
With the Gravity Forms Agile CRM Add-On you can automatically send new form data directly to your Agile dashboard where you can manage track and segment your contacts.
When a form is submitted new contacts are created or existing contacts updated in your Agile CRM with the most recent information. You can map form fields to your Agile CRM account to ensure all the information you need is transferred as well as add tags to give you further insight into your new leads enabling you to send targeted emails and have personalized conversations.
Automatically create a task in Agile when a form is submitted and associate that task with the contact that is created. You can define the subject and status for each task add a description set due dates and much more easily streamlining your workflows.
Use Gravity Forms’ built-in conditional logic to only integrate with Agile CRM when you want to! Set conditions on form submissions only creating new contacts and tasks if the conditions are met giving you control over the data added to your Agile CRM.
Gravity Forms is a Rocketgenius invention. Check out more information about us here.
Gravity Forms recommends the same system requirements as WordPress: PHP v5.6+ MySQL v5.5+ and the latest version of 2008-2021 Rocketgenius Inc.

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Item details
Version 1.4
Category WordPress Plugins
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