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Gravity Forms + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Agile CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gravity Forms

Gravity Forms is one of the best contact form plugins for WordPress-powered websites and blogs. It is really easy to integrate Gravity Forms with several popular web applications and online services.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Gravity Forms + Agile CRM

  • Gravity Forms Agile CRM

    Gravity Forms + Agile CRM

    Add Score to Contact in Agile CRM when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Agile CRM Add Score to Contact
  • Gravity Forms Agile CRM

    Gravity Forms + Agile CRM

    Add Event in Agile CRM when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Agile CRM Add Event
  • Gravity Forms Agile CRM

    Gravity Forms + Agile CRM

    Create Company from Agile CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Agile CRM Create Company
  • Gravity Forms Agile CRM

    Gravity Forms + Agile CRM

    Create or Update Contact from Agile CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Agile CRM Create or Update Contact
  • Gravity Forms Agile CRM

    Gravity Forms + Agile CRM

    Create Deal from Agile CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Agile CRM Create Deal
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Agile CRM in easier way

It's easy to connect Gravity Forms + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Gravity Forms & Agile CRM Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Agile CRM

Gravity Forms

Gravity Forms is a WordPress plugin that allows you to create and publish forms to your WordPress site. It has over 30,000 active users and has been downloaded more than 500,000 times. Gravity Forms is an excellent way to build advanced forms for your WordPress website. It is also compatible with BuddyPress and bbPress, which makes it easy to create forms for your social networking communities.

Agile CRM

Agile CRM is a feature-rich, open source customer relationship management (CRM. system. It allows organizations to manage leads and contacts in one central location. This gives your sales and support teams the ability to track and prioritize leads, communicate with customers and prospects and find contact information quickly. Some of the key features include:

Contact Management & Lead Tracking

Create detailed profiles for each of your customers and contacts. You can store phone numbers, email addresses, social network profiles and more. Track your leads with the Lead Tracker. Easily add leads, assign them to salespeople and track their activity through fplow-up emails and much more. Use the Contact Finder to search for contacts across multiple views.

Contact Management & Lead Tracking Create detailed profiles for each of your customers and contacts. You can store phone numbers, email addresses, social network profiles and more. Track your leads with the Lead Tracker. Easily add leads, assign them to salespeople and track their activity through fplow-up emails and much more. Use the Contact Finder to search for contacts across multiple views. Customer Relationship Management

Manage customer accounts through the Account Manager. View account activity through the Activity Stream. Keep track of customer orders, past invoices and more with the Invoicing top. Manage your account representatives through the People Manager. Generate quotes on the fly with the Quote Generator. Track your customer satisfaction with Feedback Surveys.

Customer Relationship Management Manage customer accounts through the Account Manager. View account activity through the Activity Stream. Keep track of customer orders, past invoices and more with the Invoicing top. Manage your account representatives through the People Manager. Generate quotes on the fly with the Quote Generator. Track your customer satisfaction with Feedback Surveys. Web-based Dashboard

The Agile CRM Dashboard makes it easy to view all your company data in real time. View campaign statistics, track conversion rates and more. The dashboard also comes preloaded with various widgets that allow you to see how many contacts you have in each phase of the buying cycle, view open opportunities and keep track of your team’s performance.

Integration of Gravity Forms and Agile CRM

Integrating Gravity Forms with Agile CRM is relatively easy with some basic knowledge of both platforms. You can easily link the two platforms by creating a new contact in Agile CRM when someone submits a form on your WordPress website using Gravity Forms. This creates an opportunity for sales reps to reach out to new prospects in Agile CRM when they are still fresh in their mind. Additionally, you can use the lead tracker in Agile CRM to keep track of when people submit forms on your site so you can fplow up with them after the initial submission of the form in Gravity Forms.

Benefits of Integration of Gravity Forms and Agile CRM

The biggest benefit of integrating Gravity Forms with Agile CRM is that you will be able to create better relationships between sales reps and prospective customers by keeping track of when they initially reach out to you. This gives sales reps an opportunity to reach out to potential clients before someone else does, making it easier for them to close deals faster.

The process to integrate Gravity Forms and Agile CRM 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.