Agile CRM Add-On
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.
Quickly and easily integrate with Agile CRM when a form is submitted.
Create a contact in Agile CRM when a form is submitted.
Update contact details in Agile CRM when a form is submitted.
Automatically create a task in Agile CRM when a form is submitted and associate that task with the contact that is created.
As with all of our Add-Ons, use Gravity Forms built in Conditional Logic to only integrate with Agile CRM when you want to!
Details & Setup
Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.