agilecrm

Agile CRM Add-On

Added: December 2, 2020
Requirements:

Account URL, Email Address, and API Key. These are obtained from Agile CRM.

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Performance:
May cause some slowness, but within reasonable limits.

Description

The Gravity Forms Agile CRM Add-On allows you to quickly integrate any Gravity Form with Agile’s Sales and Marketing CRM and allows you to create or update contact, and create tasks.

Seamless Integration

Quickly and easily integrate with Agile CRM when a form is submitted.

Create Contacts

Create a contact in Agile CRM when a form is submitted.

Update Contacts

Update contact details in Agile CRM when a form is submitted.

Create Tasks

Automatically create a task in Agile CRM when a form is submitted and associate that task with the contact that is created.

Conditional Logic

As with all of our Add-Ons, use Gravity Forms built in Conditional Logic to only integrate with Agile CRM when you want to!


Screenshots

Details & Setup

About:

Use Case(s): Contact Management

Supported Plan(s):


Functionality:


Availability:


Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:

Premium>Forms>CRM Integration>Agile CRM Integration

Related Features: