Gravity Forms Agile CRM 1.5.0

Gravity Forms Agile CRM – Main Features

• Streamline your business operations with Agile CRM, the all-in-one solution: Enhance your sales, marketing, and services with features ranging from email marketing to product management.
• Effortless Integration: Easily manage and track your contacts by integrating Gravity Forms with Agile CRM via the Agile CRM Add-On. Automatically send new form data directly to your Agile dashboard for seamless management and segmentation.
• Automate Contact Management: With form submissions, your Agile CRM will be updated with the latest information by either creating new contacts or updating existing ones. Map form fields to your Agile CRM account for seamless information transfer and add tags for better lead insight. This allows you to send personalized emails and has targeted conversations with your new leads.
• Streamline Task Management: Automatically generate tasks in Agile every time a form is submitted and associate them with the corresponding contact. Define the subject and status, add a description, set due dates, and more to easily streamline your work processes.
• Control Data Integration: Utilize Gravity Forms’ conditional logic to determine when to integrate with Agile CRM. Only create new contacts and tasks based on the conditions set for form submissions, giving you complete control over the data added to your Agile CRM.
• and many more.