Gravity Forms + LeadConnector + Agile CRM Integrations

How to connect Gravity Forms + LeadConnector + Agile CRM

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Do even more with Gravity Forms + LeadConnector + Agile CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, LeadConnector, and Agile CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It

New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- NameRequired
  Name of the Deal.
- Owner
  Owner of the Deal.
- Probability (%)
  Enter the probability of the deal.
- ValueRequired
  Expected value of the deal.
- Track
  Select the track for the deal from the given list.
- Milestone
  Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
- Related To
  The Email of the Contact.
- Close Date
  Close Date of the deal.
- Description
  Description of the Deal.
- Deal Source
  List of deal source option for a deal.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- EmailRequired
  Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
- First Name
  First name of the contact.
- Last Name
  Last name of the contact in Agile CRM.
- Company
  Company Name of the contact.
- Phone
  Phone Number of the contact.
- Tags
  Tags to be added to the contact. Multiple tags must be separated by comma.
- Add Address
  Enter line address.
- City
- State
- Zip Code
- Country
- Create New Contact
  If no contact is present with the given email, should a NEW contact be created?
- Website
  Link up a website to a contact.
Action
Write

- FormRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
  Filters.
Trigger
Scheduled
Try It
- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
Try It
- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- Contact EmailRequired
  Email of the Contact.
- TagsRequired
  Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
Action
Write
- First NameRequired
  The First name of the Contact.
- Last Name
  Last name of the Contact.
- EmailRequired
  Email Address of the Contact.
- If Duplicate Found
  If there is a contact already in Agile with the given email, what should be done.
- Phone
  Phone Number.
- Tag
  Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
- Company
  Name of the company.
- Add Address
  Enter address line here.
- City
- State
- Zip Code
- Country
- Website
  Link website to a contact.
Action
Write
- NameRequired
  Name of the event.
- PriorityRequired
  Priority of the Event.
- OwnerRequired
  Owner of the event.
- Start TimeRequired
  The starting time of the event.
- End TimeRequired
  End time of the event.
Action
Write
- SubjectRequired
  Subject of the task.
- Task TypeRequired
  Type of the task.
- PriorityRequired
  Priority of the Task.
- Owner
  Owner of the task.
- Email
  Email ID of the Contact.
- Due Date
  Due Date of the Task.
Action
Write

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How Gravity Forms + LeadConnector + Agile CRM Integrations Work

Step 1: Authenticate Gravity Forms, LeadConnector, and Agile CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Gravity Forms + LeadConnector + Agile CRM

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Related categories

Similar apps

Formdesk

Forms & Surveys

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Forms & Surveys, WordPress

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

Marketing Automation

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

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Marketing Automation, WordPress

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Gravity Forms + LeadConnector + Agile CRM Integrations

How to connect Gravity Forms + LeadConnector + Agile CRM

Do even more with Gravity Forms + LeadConnector + Agile CRM

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Business Name

Country

Add Lead to Campaign

CampaignRequired

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Lead Source

Notes

Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

Add Task

Assign to User

Task TitleRequired

Task DescriptionRequired

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

CampaignRequired

Subscriber EmailRequired

Add Score to Contact

Contact EmailRequired

Score to Be AddedRequired

Create Company

Company NameRequired

Company URL

Create Deal

NameRequired

Owner

Probability (%)

ValueRequired

Track

Milestone

Related To

Close Date

Description

Deal Source

Create Ticket

EmailRequired

SubjectRequired

Cc

PriorityRequired

Status

AssigneeRequired

MessageRequired