Gravity Forms Agile CRM Addon

This addon links Gravity Forms to Agile CRM so form submissions become CRM records without manual entry. It can create or update contacts, map form fields to CRM properties, and generate tasks linked to those contacts.

Key Features

• Create or update contacts – Each form submission can add a new contact in Agile CRM or refresh an existing record with the latest details.
• Map form fields – You choose which form fields feed which Agile CRM fields, so the data lands where you need it.
• Assign tags – Tags can be applied to new contacts, which helps you segment them and follow up in a targeted way.
• Update existing contacts – When a contact already exists, you can replace or append data to keep the record current.
• Create tasks automatically – Form submissions can become tasks that are assigned, prioritized, and ready for your team.
• Task subject and due date – You define the task subject and set a due date based on how many days have passed since submission.
• Task priority and status – Tasks can be given a priority level and a status to reflect where they stand.
• Assign task to contact – A contact and task can be created together, with the task automatically linked to the new contact.

Who Is It For

This addon is for sales, marketing, and service teams that use Gravity Forms on WordPress and want form submissions to flow into Agile CRM. It suits organizations automating lead capture, follow-ups, and task creation without manual data entry.