Gravity Forms Agile CRM Addon
Boost your sales, marketing and services with Agile CRM. From email marketing to product management, Agile CRM can support your business across the board.
Seamless integration with Gravity Forms Agile CRM AddonGravity Forms Agile CRM Addon
With Gravity Forms Agile CRM Addon, you can automatically send new form data directly to your Agile dashboard where you can manage, track, and segment your contacts.
Create and update contacts
When a form is submitted, new contacts are created or existing contacts are updated in your Agile CRM with the latest information.
With Gravity Forms Agile CRM Addon, 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 learn more about your new leads, allowing you to send emails directed and have personalized conversations.
Create tasks with Gravity Forms Agile CRM Addon
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 topic and status of each task, add a description, set due dates and much more, easily streamlining your workflows.
Implement conditional logic
Use Gravity Forms built-in conditional logic to integrate with Agile CRM only when you want! Set conditions on form submissions, only create new contacts and tasks if conditions are met, giving you control over the data added to your Agile CRM.
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