Gravity Forms Agile CRM Addon GPL v1.5.0

Gravity Forms Agile CRM Addon GPL Overview

The Gravity Forms Agile CRM Add-On offers a seamless integration between your WordPress forms and Agile CRM, enabling you to automate workflows and efficiently manage sales and marketing processes. Create or update contacts, assign tasks, and transfer data directly from form submissions to Agile CRM.

Key Features:

1. Add and Update Contacts
   • Automatically create new contacts or update existing ones in Agile CRM with the most recent form data.
   • Map form fields to Agile CRM fields to ensure all essential information is transferred.
   • Add tags to contacts for better segmentation and targeted email campaigns.
2. Task Automation
   • Automatically create tasks in Agile CRM when a form is submitted.
   • Define task details such as subject, status, description, and due dates, and associate tasks with the corresponding contact.
3. Conditional Logic
   • Use Gravity Forms’ built-in conditional logic to control when new contacts or tasks are created in Agile CRM.
   • Set specific conditions to ensure only relevant data is sent to your CRM.
4. Seamless Integration
   • Sync your Gravity Forms submissions with Agile CRM to streamline lead management, track customer interactions, and improve team collaboration.

Benefits:

• Streamlined Workflows
  • Automate the transfer of form data to Agile CRM, saving time and reducing manual effort.
• Enhanced Lead Management
  • Keep your CRM updated with accurate and organized contact information, ensuring effective lead tracking and follow-up.
• Improved Task Management
  • Automatically create tasks for your team, helping to ensure no lead or opportunity is overlooked.
• Personalized Customer Engagement
  • Use tags and mapped data to segment contacts and send targeted, personalized communications.

Use Cases:

1. Lead Generation
   • Capture leads via your WordPress forms and automatically add them to Agile CRM for follow-up and nurturing.
2. Event Registration
   • Collect attendee details and create tasks in Agile CRM to manage event preparation and follow-up communications.
3. Customer Support
   • Use form submissions to create tasks for support teams, ensuring timely responses to customer inquiries.
4. Sales Funnel Automation
   • Automatically update or create contacts in Agile CRM when leads submit forms, keeping your sales funnel organized.
5. Survey Responses
   • Transfer survey responses to Agile CRM and tag contacts based on their feedback for targeted campaigns.

How It Works:

1. Install the Add-On
   • Install the Gravity Forms Agile CRM Add-On via the Gravity Forms plugin in WordPress.
2. Connect Agile CRM
   • Authenticate and connect your Agile CRM account to Gravity Forms.
3. Map Form Fields
   • Configure your form to map fields to Agile CRM, ensuring all necessary data is transferred.
4. Define Task Settings (Optional)
   • Set up tasks to be created in Agile CRM with form submissions, including task details like subject, description, and due dates.
5. Apply Conditional Logic (Optional)
   • Use conditional logic to control when form data is sent to Agile CRM, ensuring only relevant submissions are processed.
6. Publish Your Form
   • Make your form live and start capturing data that syncs automatically with Agile CRM.

Why Choose the Gravity Forms Agile CRM Add-On?

By integrating Gravity Forms with Agile CRM, you can:

• Automate lead and task management.
• Ensure accurate and up-to-date contact information.
• Enhance team collaboration and productivity.
• Improve customer engagement with targeted communications.

The Gravity Forms Agile CRM Add-On is a must-have for businesses looking to streamline their sales and marketing processes while leveraging the powerful features of Agile CRM.