Agile CRM Gravity Forms Plugin

Agile CRM integration plugin for gravity forms. Sync form entries to Agile easily.

Using Agile CRM, businesses can now:

• Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.

• Convert website visitors directly to leads in the CRM.

• Nurture, track and score leads automatically based on web or email activity.

• Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.

• Monitor customer behavior and get real-time alerts for customer activity.

• Manage help desk tickets with customer’s history saved under single system.

• Pull a detailed record of all of the customers’ details and communication history in one page, sorted chronologically.

• View customer data from various other business apps under one page using extensive integrations and widgets.

More Information
Visit the Agile CRM website(https://www.agilecrm.com/) for documentation, support, and information on getting involved in the project and community.

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• Easily integrate gravity forms with your website using this plugin.

1. Install the Agile CRM Gravity Form Plugin

Firstly, go the Gravity Forms web-page on the Agile CRM website and download the plugin zip file from the ‘Try the Agile Gravity Forms Plugin’ button over there. Now, login to your WordPress interface, go to Plugins in the menu bar, on the left side of the dashboard and click on the ‘Add New’ button. Upload the zip file. Click on the ‘Installed Plugins’ button over there and activate the Agile CRM Gravity Forms plugin among the list of other plugins.

1. Navigate to the Plugin Page

Once the plugin has been successfully installed, move to the settings in the menu bar on the left and navigate to Agile Gravity Forms. You’ll now see a new window that requires your Agile CRM account information.

1. Enter your Agile domain details

In the new window, enter you Agile domain name (eg: ikosystem​.agilecrm.com), user email id and REST API key in their respective fields and save the details. (For API key, login to your Agile domain, go to Admin Settings —> API & Analytics —> REST API key.) When you’re done, move to the next tab – Form Settings in the same window.

1. Map the Agile Property with Gravity Form fields

In the Form Settings tab, choose the Gravity Form that you’d like to integrate with Agile. Now, map the Gravity Form fields to the Agile Property fields over there.

Once you’re done mapping all the fields, save the details. That’s it! You’ve successfully integrated your Gravity web forms with Agile.

1. How does Agile compare to it’s competition?

Agile offers a full, comprehensive suite of sales and marketing automation to keep your communication effective. None of our competitors offer a fully integrated suite like Agile and they are at least 5x more expensive.

2. Can I change plans or cancel anytime?

You can upgrade, downgrade or cancel anytime automatically from the online dashboard.

3. What is the uptime guarantee?

Agile CRM offers a 99.5% uptime guarantee on all paid plans. We are hosted on Google and Amazon cloud for scale.

4. How to add more emails to my account?

You can add more emails to your Agile CRM account by buying an email add-on package. The emails from the add-on package last for one month from the time of your purchase.

5. Who is a user in Agile?

User is any staff member who manages Agile CRM.

6. Does Agile CRM offer special discount for non-profit organisations?

Agile CRM currently does not offer special discounts for Non-Profit Organisations.

0.1

This version fixes a related bug. Upgrade immediately.

2.0

Multiple tag names can be added as tags for the form using comma separated.