Gravity Forms Agile CRM 1.5.0 revolutionizes workflow efficiency by seamlessly integrating Gravity Forms with Agile Sales and Marketing CRM. This powerful add-on enables users to effortlessly manage contacts, create tasks, and automate data transfer between forms and Agile CRM.
Key features include:
- Comprehensive Business Operations: Leverage Agile CRM’s all-in-one solution to enhance sales, marketing, and services with a range of features from email marketing to product management.
- Effortless Integration: Seamlessly manage and track contacts by integrating Gravity Forms with Agile CRM through the add-on. Automatically sync new form data to Agile CRM for streamlined management and segmentation.
- Automated Contact Management: Update Agile CRM with the latest information from form submissions, creating or updating contacts. Map form fields to Agile CRM for seamless data transfer and add tags for enhanced lead insights, allowing personalized emails and targeted conversations with new leads.
- Task Management Streamlining: Automatically generate tasks in Agile CRM upon form submission and link them to the relevant contact. Define task details such as subject, status, descriptions, due dates, and more to optimize work processes.
- Data Integration Control: Utilize Gravity Forms’ conditional logic to selectively integrate with Agile CRM based on specified conditions, ensuring precise data addition to Agile CRM.