Agile CRM Add-On by Gravity Forms WordPress Plugin

Introduction

The Gravity Forms Agile CRM Add-On empowers you to effortlessly integrate any form with Agile's Sales and Marketing CRM directly from your WordPress site. This powerful tool streamlines the process of adding or updating contacts within your Agile CRM following a form submission. Beyond merely managing contacts, it also enables the creation of new tasks, ensuring that each form submission contributes to automating and optimizing your sales and marketing workflows. This integration not only saves valuable time but also enhances the efficiency of your CRM operations, making it an essential tool for businesses looking to improve their customer relationship management through effective automation and seamless data synchronization.

Features & Functionality

Agile CRM: A Comprehensive Solution Boost sales, marketing, and services with Agile CRM's all-encompassing features.
Seamless Data Sync: Automate form data transfer to your Agile dashboard for efficient contact management.
Create and Update Contacts Easily: Automatically create or update contacts in Agile CRM with form submissions, including detailed mapping and tagging for enhanced lead insights.
Efficient Task Creation: Generate tasks in Agile CRM upon form submissions, with options for detailed customization to streamline workflows.
Conditional Logic for Precise Integration: Utilize Gravity Forms conditional logic to control data flow to Agile CRM, ensuring only desired form submissions trigger contact and task creation.