Add tags to Agile CRM contacts from new Gravity Forms submissions
When this happensStep 1: New Form Submission
Then do thisStep 2: Add Tag to Contact
Save valuable data directly to your contacts when you use the Gravity Forms to Agile CRM integration. Once set up, when you receive a new Gravity Forms submission, Zapier will add a new tag to your contacts in Agile CRM. Tagging your contacts helps you keep track of who to contact when you need to—a perfect way to remind yourself to reach back out after contacts fill out your forms.
Note: Be sure to request your contacts' email address in your form, as Agile CRM needs that to lookup the contact from your account.
How It Works
- Receive a new Gravity Forms submission
- Zapier will add a tag to your Agile CRM contacts
What You Need
- Gravity Forms account
- Agile CRM account