Gravity Forms Plugin - Agile CRM

Convert casual visitors on your website to hot leads in Agile
TRY THE AGILE CRM GRAVITY FORMS PLUGIN
Gravity Forms for CRM



Web to Lead

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.

Web to Lead




Tag web-form sign ups

Tagging/ Automated Campaigns

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.





Track Web Activity

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.

Track Web Activity



Set Up Gravity Forms with Agile CRM

1. Install Agile CRM Gravity plugin

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.

Gravity Forms Setup, Step-1

Gravity Forms Setup, Step-2

2. Navigate to Plugin page

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.


3. Enter your Agile domain details

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.

Gravity Forms Setup, Step-3

Gravity Forms Setup, Step-4

4. Map the form fields properly

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.



TRY THE AGILE CRM GRAVITY FORMS PLUGIN



Check the Gravity Forms Plugin setup guide for more detailed instructions and options.


About Gravity Forms

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.

Gravity Forms Wordpress Integration


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Agile CRM Blog

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Gravity Forms plugin enables an endless range of automated actions, from contact creation to automatically triggered cross-channel campaigns.
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