The Gravity Forms Agile CRM Add-On is an official integration that bridges your WordPress forms with the Agile CRM platform. It is designed to automate lead generation and task management by pushing form data directly into your sales pipeline.
This is EXACTLY the same product as distributed by the developer. Sales Page
Contact Management: Automatically create a new contact or update an existing one in Agile CRM upon form submission.
Task Automation: Generate a new task in Agile CRM (e.g., “Follow up with lead”) and optionally associate it with the contact created from the form.
Field Mapping: Map Gravity Forms fields (name, email, custom fields, etc.) to specific Agile CRM properties to ensure data consistency.
Tagging: Assign static or dynamic tags to contacts based on the form they filled out, allowing for easy segmentation in your CRM.
Conditional Logic: Use Gravity Forms’ built-in logic to only send data to Agile CRM if specific criteria are met (e.g., only if the user checks a “Contact Me” box).
Web Tracking: Includes support for Agile CRM’s JavaScript API key to enable web analytics and track user browsing activity.
| Requirement | Specification |
| WordPress Version | Latest version recommended (usually 5.0+) |
| PHP Version | PHP 7.4 or higher |
| Gravity Forms Version | v1.8 or later |
| License Requirement | Included with Pro, Elite, and Nonprofit licenses |
| Authentication | Requires Agile CRM API Key, Account URL (subdomain), and Email |
To connect the two platforms, you will need to navigate to Forms > Settings > Agile CRM in your WordPress dashboard and provide:
Agile Domain: Your unique subdomain (e.g., yourcompany.agilecrm.com).
API Key: Found in Agile CRM under Admin Settings > API & Analytics.
Email Address: The email associated with your Agile CRM account.
