Gravity Forms Agile CRM Add-On

The Gravity Forms Agile CRM Add-On is the official extension that connects your Gravity Forms directly to Agile CRM, the all-in-one customer relationship management platform that combines sales, marketing, and customer service in one place. It is designed for sales, marketing, and support teams that use Agile CRM and need data captured in their WordPress forms to automatically reach their CRM, without manual copy-pasting or resorting to intermediate spreadsheets.

With this add-on, each form submission can create a new contact in Agile CRM or update an existing one with the latest information. Field mapping lets you send form data to the correct Agile CRM fields, capturing all the details you need. Additionally, you can assign tags to new contacts for better segmentation and targeted follow-up, and decide whether existing contact data should be replaced or supplemented.

One of its most powerful features is automatic task creation. When a visitor submits a form, the add-on can generate a task in Agile CRM with a subject, a due date calculated in days, priority (high, normal, or low), status, and type (call, email, meeting, milestone, etc.). The task can be automatically linked to the newly created contact, allowing your team to act immediately on each lead without wasting time.

The add-on also leverages Gravity Forms' conditional logic to precisely control which submissions trigger contact or task creation in Agile CRM. You can set specific conditions so that only qualified leads reach your CRM, segmenting in advance and avoiding unnecessary noise in your sales pipeline.

Setup is simple: you only need your Agile CRM account, your account URL, your email, and your API key. Once connected, you can manage contacts, track opportunities, and run campaigns from a single dashboard. Ideal for businesses looking to automate lead capture, streamline follow-ups, and keep customer records always up to date.