Gravity Forms Agile CRM Add-On
Gravity Forms Agile CRM Add-On allows users to integrate their Gravity Forms forms with Agile CRM, a customer relationship management (CRM) platform. With this integration, users can now manage their leads, contacts, and customers more efficiently.
What Does the Gravity Forms Agile CRM Add-On Do?
The Gravity Forms Agile CRM Add-On allows users to integrate their Gravity Forms forms with Agile CRM. This integration makes it easy for users to collect and manage customer data from their forms, directly in their Agile CRM account.
With this integration, users can take advantage of the following features:
- Lead Management: The integration allows users to collect leads from their forms and automatically add them to their Agile CRM account. This makes it easy to track and manage leads, as well as follow up with them in a timely manner.
- Contact Management: The integration also allows users to collect contact information from their forms and automatically add it to their Agile CRM account. This makes it easy to keep track of customers and manage their interactions.
- Marketing Automation: The integration provides users with the ability to create targeted marketing campaigns based on the information they collect from their forms. This allows users to send personalized messages to their customers and prospects, helping to increase engagement and drive sales.
- Sales Automation: The integration also provides users with the ability to automate their sales processes. For example, users can set up workflows that trigger based on certain actions, such as filling out a form or making a purchase. This makes it easy to streamline the sales process and ensure that leads and customers are followed up with in a timely manner.
- Customer Service: The integration provides users with the ability to manage customer inquiries and support requests from their forms, directly in their Agile CRM account. This makes it easy to track and respond to customer requests, improving the overall customer experience.
How to Use the Gravity Forms Agile CRM Add-On ?
Using the Gravity Forms Agile CRM Add-On is a straightforward process that can be completed in just a few steps. Here’s how to use the add-on:
- Install and activate the add-on: To get started, you’ll need to install the Gravity Forms Agile CRM Add-On on your WordPress site. You can do this by navigating to the WordPress plugins repository and searching for “Gravity Forms Agile CRM Add-On.” Once you’ve found the add-on, simply click the “Install Now” button and then activate the plugin.
- Connect your Agile CRM account: Once the add-on is installed and activated, you’ll need to connect your Agile CRM account to your Gravity Forms forms. To do this, navigate to the Gravity Forms settings area and select the “Agile CRM” tab. Enter your Agile CRM account information and click the “Connect” button to complete the connection.
- Create a new form: With your Agile CRM account connected, you’re ready to start using the integration. To do this, create a new form in Gravity Forms using the form builder. You can add any fields you need, such as name, email, phone number, and more.
- Connect your form to Agile CRM: Once you’ve created your form, you’ll need to connect it to your Agile CRM account. To do this, navigate to the “Form Settings” area and select the “Agile CRM” tab. Here, you can select the contact and lead fields you want to map to your Agile CRM account. You can also set up any automation workflows you need, such as sending an email or adding a lead to a specific campaign.
- Embed your form on your site: With your form and Agile CRM integration set up, it’s time to embed your form on your site. To do this, simply copy the form shortcode provided by Gravity Forms and paste it into a page or post on your site.
- Collect and manage customer data: With your form embedded on your site, you can start collecting customer data from your visitors. All customer data will be automatically added to your Agile CRM account, making it easy to manage your leads, contacts, and customers.
Gravity Forms Agile CRM Addon Features:
- Seamless Integration
By utilizing the Agile CRM for Gravity Forms, you can effortlessly transfer new form submissions to your Agile CRM account. This enables you to keep tabs on, categorize, and organize your contacts with ease, all within a centralized location.
- Create and Update Contacts
With the submission of a form, either new contacts are established or existing ones are updated with the most current information within your Agile CRM. By mapping the form fields to your Agile account, you can guarantee the transfer of all crucial information. Additionally, you have the option to attach tags which offer deeper insight into your leads, allowing you to send specific emails and engage in tailored conversations.
- Create Tasks
With each form submission, the Gravity Forms Agile CRM Add-On automatically generates a task in your Agile CRM that is linked to the newly created contact. You have the ability to determine the task’s subject and status, include a detailed description, assign due dates, and much more, effectively streamlining your work processes.
- Implement Conditional Logic
The Gravity Forms Agile CRM Add-On allows you to utilize the platform’s inbuilt conditional logic, granting you the flexibility to selectively integrate with your Agile CRM. By setting conditions on form submissions, you have the power to determine if new contacts and tasks should be created, giving you complete control over the information added to your Agile account.
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