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Agile CRM + Gravity Forms

Create deals in Agile CRM from new Gravity Forms submissions

Save time and streamline your lead management process with this automation workflow. When a new form submission occurs in Gravity Forms, a deal is instantly created in Agile CRM, ensuring that you never miss out on a potential lead. Stay organized and efficiently manage your sales pipeline by using this seamless integration between Gravity Forms and Agile CRM.

Save time and streamline your lead management process with this automation workflow. When a new form submission occurs in Gravity Forms, a deal is instantly created in Agile CRM, ensuring that you never miss out on a potential lead. Stay organized and efficiently manage your sales pipeline by using this seamless integration between Gravity Forms and Agile CRM.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Deal

    Create a deal in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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