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Add tags to Agile CRM contacts from new Gravity Forms submissions

  1. When this happensStep 1: New Form Submission

  2. 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

  1. Receive a new Gravity Forms submission
  2. Zapier will add a tag to your Agile CRM contacts

What You Need

  • Gravity Forms account
  • Agile CRM account
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Connect Agile CRM + Gravity Forms in Minutes

It's easy to connect Agile CRM + Gravity Forms and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

InstantNew Form Submission

Triggers when a form is submitted.

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