Gravity Forms Agile CRM Addon

Gravity Forms Agile CRM Addon – Seamless CRM Integration for Streamlined Customer Management

The Gravity Forms Agile CRM Addon allows you to integrate Gravity Forms with Agile CRM, enabling you to capture leads and customer information directly from form submissions and sync it with your Agile CRM account. This powerful integration helps businesses manage their contacts, automate marketing, and track leads, all while keeping customer data organized in one place. Available at GPLPluginHub, this addon is perfect for businesses looking to streamline their customer relationship management (CRM) workflows by connecting Gravity Forms with Agile CRM.

Product Features:

• Seamless Agile CRM Integration: Automatically sync Gravity Forms submissions with Agile CRM, allowing you to capture leads, customer details, and other information directly into your CRM system.
• Figlight Feature: The figlight feature ensures that data is synced in real-time between Gravity Forms and Agile CRM, providing fast and accurate integration.
• Field Mapping to Agile CRM: Easily map Gravity Forms fields to Agile CRM contact fields, ensuring that all relevant data from form submissions is correctly transferred and stored in your CRM.
• Lead Capture and Management: Capture new leads through Gravity Forms and add them to your Agile CRM pipeline, ensuring no potential customer is missed and leads are tracked from the moment they interact with your site.
• Contact Segmentation and Tagging: Automatically tag and segment contacts in Agile CRM based on form submissions, allowing for more personalized communication and targeted marketing campaigns.
• Custom Field Support: Send custom data from Gravity Forms to Agile CRM’s custom fields, enabling advanced segmentation and detailed lead profiles for more targeted follow-ups.
• Add Contacts to Agile CRM Campaigns: Automatically add contacts to Agile CRM’s marketing automation campaigns, helping you nurture leads and engage with them at different stages of the customer journey.
• Conditional Logic for CRM Syncing: Use conditional logic to control when and how form data is synced with Agile CRM, ensuring that only qualified leads or specific data points are added to your CRM.
• Support for Multiple Agile CRM Accounts: Connect multiple Agile CRM accounts and choose which account to sync form submissions with, giving you flexibility for managing different brands, regions, or departments.
• GDPR-Compliant Data Handling: Ensure that your CRM integration complies with GDPR by handling customer data securely and providing options for users to manage their consent before submitting their information.
• Customizable Notifications and Workflows: Trigger Agile CRM workflows, tasks, or email notifications based on form submissions, ensuring that your team is immediately notified of new leads or important customer interactions.
• Agile CRM Lead Scoring: Automatically assign lead scores based on form submissions, helping your team prioritize high-quality leads and optimize follow-up strategies.
• Integration with Gravity Forms Conditional Fields: Use Gravity Forms’ conditional fields to customize the user experience and ensure that the right data is collected before syncing with Agile CRM.
• Automated Task Creation in Agile CRM: Automatically create tasks in Agile CRM when a new form is submitted, helping your team stay on top of follow-up actions and lead nurturing activities.
• Customizable Sync Triggers: Define custom triggers for when and how form submissions sync with Agile CRM, such as after form approval, when certain conditions are met, or based on user actions.
• Error Handling and Logging: Keep track of any issues or errors during data sync, ensuring that problems are quickly identified and resolved to maintain a smooth workflow.
• Support for All Gravity Forms Fields: Easily map all standard and advanced Gravity Forms fields, such as text inputs, dropdowns, checkboxes, and multi-select options, ensuring full compatibility with your CRM fields.
• Mobile-Responsive Forms and Syncing: Ensure that lead capture and syncing work seamlessly across all devices, including mobile phones and tablets, providing a smooth user experience regardless of platform.
• Multilingual and Multi-Currency Support: Fully compatible with WPML and multi-currency plugins, allowing you to capture and sync customer data from global audiences in their preferred language and currency.
• Agile CRM Deal and Task Management: Automatically assign new contacts to specific deals, pipelines, or tasks in Agile CRM, streamlining your sales process and helping your team stay organized.
• No Coding Required: Set up and manage the Agile CRM integration directly from the Gravity Forms interface, with no coding or technical expertise required to get started.
• Custom Confirmation and Redirection: After a form is submitted, display a custom confirmation message or redirect users to a specific page to enhance the user experience while the data syncs with Agile CRM.
• Developer-Friendly Hooks and Filters: Extend and customize the integration using developer-friendly hooks and filters, offering flexibility for advanced users and specific business needs.
• Lifetime Access & Updates: Purchase from GPLPluginHub for lifetime access to updates and support, ensuring that your Gravity Forms and Agile CRM integration stays up to date with future versions.

The Gravity Forms Agile CRM Addon is an essential tool for businesses looking to streamline their lead management, automate marketing campaigns, and improve customer relationship workflows by seamlessly integrating Gravity Forms with Agile CRM.