Whenever a visitor signs up through the web form, create a contact page with the complete data submitted. Also, fetch his social info, offer support, billing & much more with the handy widgets, right from the CRM.
Tag the contacts differently based on the Gravity form from which visitor signed up. Trigger automated campaigns like confirmation message, lead notification/ follow-up task for the sales team etc... right after the contact sign up.
Once added to Agile through the web form, the contact browsing activity on your site can be tracked whenever he visits it. See detailed web history under the Web Stats on the contact page and analyze user behavior with ease.
Download the Agile CRM - Gravity Forms plugin from Agile CRM website. Login to your WordPress interface, go to Plugins --> 'Add New' button. Upload the zip file and activate the plugin.
Upon installing the plugin successfully, go to Settings and navigate to Agile Gravity Forms. A new window opens up that requires your Agile CRM account information.
Enter your Agile domain name, user email id and REST API key in the given fields respectively and save the details. (For API key, go to Admin Settings --> API & Analytics --> REST API key.) Now, move to the next tab - Form Settings, in the same window.
Choose the Gravity form that you'd like to integrate with Agile. Then, map the Gravity Form fields to Agile CRM contact fields (Agile Property) accurately & save the details. That's it! Whenever a visitor signs up through the web form, he turns out to be contact in Agile, now on.
Check the Gravity Forms Plugin setup guide for more detailed instructions and options.
Gravity Forms is a complete contact form solution for WordPress. With Gravity Forms, you can build complex, interactive contact forms in minutes with no programming experience.
Seamlessly push Wufoo form submissions into Agile contacts, and much more.
Unbounce integration makes sure that data gathered from the landing pages makes its way to the right place in Agile.
Gravity Forms plugin enables an endless range of automated actions, from contact creation to automatically triggered cross-channel campaigns.