Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.Gravity Forms Integrations
Agendor + Gravity FormsNew Entry in Gravity Forms when New Person is created in Agendor Read More...
Agendor + Gravity FormsSubmit Form in Gravity Forms when New Person is created in Agendor Read More...
Agendor + Gravity FormsNew Entry in Gravity Forms when New Organization is created in Agendor Read More...
Agendor + Gravity FormsSubmit Form in Gravity Forms when New Organization is created in Agendor Read More...
Agendor + Gravity FormsNew Entry in Gravity Forms when New Task is created in Agendor Read More...
It's easy to connect Agendor + Gravity Forms without coding knowledge. Start creating your own business flow.
Triggers when a Deal (Negócio) is set as lost.
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Triggers when a Deal (Negócio) is set as won.
Triggers when a new Deal (Negócio) is created.
Triggers when a new Organization (Empresa) is created.
Triggers when a new Person (Pessoa) is created.
Triggers when a new Task (Tarefa/Comentário) is created.
Triggers when a Deal (Negócio) is edited
Triggers when an Organization (Empresa) is edited.
Triggers when a Person (Pessoa) is edited.
Triggers when a new specified form is submitted.
Creates a new form entry.
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Agendor is a plugin that allows you to integrate Gravity Forms with AgileCRM. This is possible because Agendor uses the AgileCRM REST API to connect the two systems. The main objective of this integration is to make it easy for customers to manage contact data in AgileCRM from their forms, and also to make it easier to import form data into AgileCRM.
Gravity Forms is a highly flexible premium WordPress form builder that allows users to construct forms that can be easily customized with great flexibility. Its powerful conditional logic system provides the opportunity to create forms that are highly configurable. Gravity Forms comes with dozens of built-in field types, but the flexibility of the plugin allows users to utilize additional field types if needed.
This integration will allow users to create forms that are integrated with AgileCRM, which will allow them to customize their forms to have additional functionality. This means that gravity forms can now have an option to choose whether they want to send sales leads, contacts or opportunities into the CRM. It also means that users can update their CRM records from their forms without needing to leave their forms.
This integration will provide several benefits, including:
Users will be able to build highly configurable forms. This integration will enable users to choose whether they want to send contacts, opportunities or sales leads into the CRM after they submit forms on their website. Users will be able to update their CRM records directly from within their form. They will be able to update existing records, create new records or even duplicate records. Users will be able to develop many different types of integrations between Agendor and Gravity Forms. We’re already planning other integrations like the ability to confirm subscriptions through forms. The integration will allow you to use all your favorite features of Agendor’s integration with AgileCRM, because it’s based on our existing integration. Users will be able to access both AgileCRM and Gravity Forms through their WordPress Dashboards. Users who are familiar with either system will be happy that they won’t need to install plugins or go through complex configurations to use both platforms together. Users will be able to change how many fields are visible per row on the form builder page. Users will be able to do this by changing the “accordion_field_count” setting in the plugin’s settings page. Users will be able to view all their form submissions in one place. A new tab in the “Forms” page will display all submissions and allow users to view and manage them. Users will be able to view and manage all their contacts in one place. They can do this by going into their “Contacts” tab in their AgileCRM dashboard and then choosing “Add Form Submissions” from the dropdown menu. After this, they will be able to see all their submissions in one place and they can manage them all from there. Users will be able to view and manage all their opportunities in one place. This process is very similar to the process described above; users will need to go into their “Opportunities” tab and choose “Add Form Submissions” from the dropdown menu. With this method, users can view and manage all their submissions in one place and they can also add the form submission information directly into the corresponding opportunity record when they choose to “Add Form Submission To Opportunity”. Users will be able to add their products and services into the “Products & Services” tab in AgileCRM. They will be able to do this by going into the field settings of a form and choosing “Add To Product & Services” from the dropdown menu. When a user creates a product or service record, a new record will automatically get created in AgileCRM using the product or service name as the title of the record. Users will be able to create an unlimited number of custom fields for each form submission type. This means that they can add custom fields for each of their sales leads, contacts or opportunities if they want to, or they can choose not to include custom fields for any of these three types of submissions. There are many possibilities! Users will be able to add additional fields for each form submission type if needed . For example, if a user wants to add a custom field called “Zip Code” for each contact record, they can do so by going into the Contact type settings for a form submission and choosing “Add Additional Fields” from the dropdown menu. Then, they can add whatever fields they want from there! This gives users a lot of flexibility in terms of what they want on their forms! Users will be able to add maps for each of their locations on a map page on their website that shows where every location is located . This is great for businesses that have multiple locations or that want people who visit their website to see where they are located! Users will be able to add multiple locations for each contact record on their contact details page in AgileCRM . This page is accessible at http://yoursite/agilecrm/contacts/contact/1/, where 1 is replaced with the ID number of the contact record . This gives users flexibility over how many locations they want on their contacts page so it’s up to them! Users will be able to edit Gravity Form entries in AgileCRM . They can do this by visiting “Forms > Add Form Submissions > Edit Form Submissions” in their AgileCRM dashboard . If users want more advanced editing options for any entry in their CRM , they can use Agendor’s advanced editing feature in any entry; this would allow them to edit any item in any CSV file before importing it into AgileCRM . Users will be able to export all form submissions in CSV format at once . They can do this by visiting “Forms > Export Submissions > Export Contacts > Export Opportunities > Export Sales Leads” in their AgileCRM dashboard . Users will be able to import all form submissions in CSV format at once . They can do this by visiting “Forms > Import Submissions > Import Contacts > Import Opportunities > Import Sales Leads > Import All Submissions” in their AgileCRM dashboard . This feature is especially useful if users want an automatic way of updating all their CRM records with new information ; however, there are many other options available too! Users will be able to export all contacts in CSV format at once . They can do this by visiting “Contacts > Export All Contacts > Export Contacts > Export Opportunities > Export Sales Leads > Export All Contacts” in their AgileCRM dashboard . Users can also export all opportunities , sales leads or product/services entries separately if needed . Translations are available for French, Spanish, Dutch, German, Brazilian Portuguese, Russian, Slovakian and Czech . This feature should make it easier for users who speak languages other than English because it allows them to implement translations files for both plugins, which means they don’t need to translate everything manually via WordPress
This integration should make it easier for you to obtain professional looking results while still maintaining your independence as an individual web developer/designer/developer/etc…, since you won’t need to depend on third party developers or designers anymore; instead, you can use your favorite tops like Agendor and Gravity Forms together! It also allows users to personalize forms according to how they like them best by editing individual form fields, which means that users don’t need any programming knowledge – they can just edit them via WordPress!
The process to integrate Agendor and Gravity Forms may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.