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Agile CRM + Gravity Forms

Add tags to Agile CRM contacts from new Gravity Forms submissions

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.

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.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Tag to Contact

    Add Tag to a Contact 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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