Gravity Forms Agile CRM Addon
All-in-One CRM Solution
Using Agile CRM will provide your sales, marketing, and service a significant boost. Agile CRM is able to provide support for all aspects of your company’s operations, from email marketing to product management.
Using the Gravity Forms Agile CRM Add-On, you will be able to immediately and instantly submit fresh form data to your Agile dashboard. From there, you will be able to manage, track, and divide your contacts into several categories.
Create and Update Contacts
When a contact form is completed, either new contacts are generated in your Agile CRM or the contact information for existing contacts is updated with the most recent information. It is possible to map form fields to your Agile CRM account in order to guarantee that all of the information you require is transferred. In addition, you can add tags in order to gain further insight into your new leads, which will allow you to send targeted emails and have conversations that are unique to each individual.
When a form is submitted, a task should be automatically created in Agile, and that task should be associated with the contact that is established. Your workflows may be readily streamlined by virtue of the fact that you can specify the subject and status of each job, provide a description, establish due dates, and a great deal more.
Implement Conditional Logic
Utilize the built-in conditional logic of Gravity Forms so that you only link with Agile CRM when you really need to! You will have more control over the information that is submitted to your Agile CRM if you set constraints on form submissions and only create new contacts and tasks when those circumstances are satisfied.