Gravity Forms Agile CRM 1.6.0
Gravity Forms Agile CRM is a WordPress plugin that seamlessly connects Gravity Forms with Agile CRM, auto-creating or updating contacts and creating tasks from form submissions. Benefit: faster lead capture and smarter follow-ups with real-time CRM syncing. Bonus: easy setup and smooth integration for sales and marketing workflows.
Description
Gravity Forms Agile CRM is a WordPress plugin that connects Gravity Forms to Agile CRM, helping you send form submissions directly into your Sales and Marketing CRM. It automatically creates or updates contact records based on what visitors submit, reducing manual copying between tools.
With real-time syncing and task generation from form events, it supports faster lead capture and smarter follow-ups. The result is a more consistent workflow for sales and marketing teams using WordPress and Gravity Forms to collect inquiries, registrations, or requests.
Main Features
- Gravity Forms to Agile CRM connection — Links your WordPress forms with Agile CRM so submission data can flow into the CRM.
- Auto-create contacts — Creates new contact entries in Agile CRM from form submissions.
- Update existing contacts — Synchronizes new submission details to contacts already in your CRM.
- Task creation from submissions — Generates tasks in Agile CRM based on form activity to support follow-up workflows.
- Sales and Marketing CRM integration — Works with Agile’s Sales and Marketing features so your lead data stays organized.
- Real-time syncing — Pushes form submission results to Agile CRM without relying on manual exports.
- Form-driven workflow — Uses Gravity Form submissions as the trigger for contact and task updates.
- Straightforward setup — Designed for easy configuration so teams can connect workflows quickly.
Benefits
- Faster lead capture — Sends inquiries to Agile CRM as soon as the form is submitted.
- Smarter follow-ups — Creates tasks automatically, helping teams act on leads sooner.
- Cleaner contact records — Keeps contact information up to date by creating or updating entries from submissions.
- Reduced manual admin — Minimizes copying, pasting, and spreadsheet work between WordPress and the CRM.
- More consistent processes — Supports a reliable, submission-based workflow across sales and marketing efforts.
Who is it suitable for?
- WooCommerce stores and lead-gen sites that rely on Gravity Forms for customer inquiries
- Marketing teams running campaign forms and capturing registrants
- Sales teams that track leads and need tasks created from new submissions
- Agencies managing multiple WordPress client sites with Gravity Forms
- Websites collecting demo requests, contact requests, or application submissions
