Description
Agile CRM integration plugin for gravity forms. Sync form entries to Agile easily.
Using Agile CRM, businesses can now:
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Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor.
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Convert website visitors directly to leads in the CRM.
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Nurture, track and score leads automatically based on web or email activity.
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Enable omni-channel communication with the ability to call or email or tweet to a contact from the same page.
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Monitor customer behavior and get real-time alerts for customer activity.
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Manage help desk tickets with customers history saved under single system.
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Pull a detailed record of all of the customers details and communication history in one page, sorted chronologically.
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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
- 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.
- 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. Youll now see a new window that requires your Agile CRM account information.
- 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 youre done, move to the next tab Form Settings in the same window.
- Map the Agile Property with Gravity Form fields
In the Form Settings tab, choose the Gravity Form that youd like to integrate with Agile. Now, map the Gravity Form fields to the Agile Property fields over there.
Once youre done mapping all the fields, save the details. Thats it! Youve successfully integrated your Gravity web forms with Agile.
FAQ
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Agile offers a full, comprehensive suite of sales and marketing automation to keep your communication effective. None of our competitors offer a fully integrated suite like Agile and they are at least 5x more expensive.
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You can upgrade, downgrade or cancel anytime automatically from the online dashboard.
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Agile CRM offers a 99.5% uptime guarantee on all paid plans. We are hosted on Google and Amazon cloud for scale.
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You can add more emails to your Agile CRM account by buying an email add-on package. The emails from the add-on package last for one month from the time of your purchase.
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User is any staff member who manages Agile CRM.
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Agile CRM currently does not offer special discounts for Non-Profit Organisations.
