Gravity Forms Agile CRM AddOn

Gravity Forms Agile CRM Addon integrates the Gravity Forms plugin with Agile CRM. Agile CRM is a customer relationship management (CRM) tool that helps businesses manage their customer interactions and sales processes. Gravity Forms is a popular form builder plugin for WordPress that allows website owners to create custom forms for their website. The Gravity Forms Agile CRM AddOn allows users to automatically send form submissions to their Agile CRM account, making it easier to manage and track customer interactions.

Features

The Gravity Forms Agile CRM AddOn comes with a range of features that make it a valuable tool for businesses looking to streamline their customer management processes. Some of the key features of this plugin include:

1. Easy Integration

The Gravity Forms Agile CRM AddOn is easy to install and integrate with your Agile CRM account. Once installed, you can quickly connect the plugin to your Agile CRM account by entering your Agile CRM API key. This integration allows you to automatically send form submissions to your Agile CRM account, making it easier to manage your customer data.

2. Custom Fields

The Gravity Forms Agile CRM AddOn allows you to map form fields to custom fields in your Agile CRM account. This means that you can collect specific information from your customers through your forms and automatically populate that information in your CRM. For example, you may want to collect a customer’s phone number or address through your form and have that information automatically added to their CRM profile.

3. Conditional Logic

The Gravity Forms Agile CRM AddOn also supports conditional logic, which allows you to show or hide form fields based on user input. This can be particularly useful for businesses that want to collect specific information from their customers based on their responses to previous questions. For example, if a customer selects that they are interested in a specific product, you can show additional fields that are specific to that product.

4. Tags and Lead Scoring

The Gravity Forms Agile CRM AddOn also supports tags and lead scoring, which can help you better manage your customer interactions. You can use tags to categorize your customers based on their interests or behaviors, and lead scoring to assign a score to each customer based on their interactions with your business. This information can then be used to segment your customers and create targeted marketing campaigns.

Use Cases

The Gravity Forms Agile CRM AddOn can be particularly useful for businesses that want to streamline their customer management processes. Here are some use cases where this plugin would be particularly valuable:

1. Lead Generation

If you’re using your website to generate leads, the Gravity Forms Agile CRM AddOn can help you manage those leads more effectively. You can create custom forms that collect information from your leads and automatically send that information to your Agile CRM account. This can help you track your leads more effectively and create targeted marketing campaigns based on their interests and behaviors.

2. Contact Forms

If you’re using contact forms on your website, the Gravity Forms Agile CRM AddOn can help you manage those contacts more effectively. You can automatically add new contacts to your Agile CRM account and categorize them based on their interests or behaviors. This can help you create more targeted marketing campaigns and improve your overall customer management processes.

3. Customer Surveys

If you’re using customer surveys to collect feedback from your customers, the Gravity Forms Agile CRM AddOn can help you manage that feedback more effectively. You can use conditional logic to show or hide form fields based on customer responses, and automatically add that feedback to your Agile CRM account. This can help you identify customer trends and improve your overall customer satisfaction.

Conclusion

The Gravity Forms Agile CRM AddOn is a valuable tool for businesses that want to streamline their customer management processes. By integrating your Gravity Forms with Agile CRM, you can automatically send form submissions to your CRM account, collect specific information from your customers, and segment your customers based on their interests and behaviors. This plugin is easy to install and use, and can help you improve your overall customer management processes.