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.
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 IntegrationsGravity Forms + Agile CRM
Add Score to Contact in Agile CRM when Form Submission is added to Gravity Forms Read More...Gravity Forms + Agile CRM
Add Event in Agile CRM when Form Submission is added to Gravity Forms Read More...Gravity Forms + Agile CRM
Create Company from Agile CRM from Form Submission to Gravity Forms Read More...Gravity Forms + Agile CRM
Create or Update Contact from Agile CRM from Form Submission to Gravity Forms Read More...Gravity Forms + Agile CRM
Create Deal from Agile CRM from Form Submission to Gravity Forms Read More...It's easy to connect Gravity Forms + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new specified form is submitted.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Creates a new form entry.
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
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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 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.
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.
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.