Agile CRM Gravity Forms

Agile CRM Gravity Forms | Agile CRM | Agile CRM,crm,crm plugin,customer relationship management,small business CRM

Description

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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A brief Markdown Example

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

Installation

  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.

Plugin author

Agile CRM

Plugin official website address

https://wordpress.org/plugins/agile-crm-gravity-forms/
If you encounter problems in using the Agile CRM Gravity Forms plugin, you can comment below, and I will try my best to help you solve the problem

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