Gravity Forms Agile CRM

Many sites collect leads through forms and then move the details into a CRM manually. That takes time and invites typing mistakes. Gravity Forms Agile CRM removes that step by passing each submission to Agile CRM, where it can create a contact or update one that already exists.

You choose how the data lands. Each Gravity Forms field can be mapped to a matching Agile CRM contact field, tags can be added to new contacts, and tasks can be created for follow-up. Conditional logic from Gravity Forms decides when a submission is sent, so only entries that meet your criteria reach the CRM. It suits teams that already work in both tools.

Features

• Send submissions to Agile CRM: Form entries from Gravity Forms go straight into your Agile CRM contacts, which cuts down on manual data entry and keeps the records accurate.
• Create or update contacts: A submission can create a new contact or update an existing one with the latest information entered in the form, so your CRM stays current.
• Automatic task creation: Generate a task in Agile CRM when a form is submitted, with a customizable subject, status, description and due date for follow-up.
• Field mapping: Match individual Gravity Forms fields to the corresponding Agile CRM contact fields so the details you collect land in the right place.
• Tags for segmentation: Add tags to new contacts based on what they submitted, which makes it easier to group leads for targeted campaigns and tailored messages.
• Conditional logic control: Use the conditional logic built into Gravity Forms to decide when data is synced, so only submissions that meet your criteria reach Agile CRM.
• Less routine data handling: Routine entry and organizing of leads happens automatically, leaving sales and marketing teams more time for follow-up conversations.

Best for

• Sites using Gravity Forms to capture leads
• Teams that manage contacts in Agile CRM
• Sales and marketing staff who want automatic follow-up tasks