Agile CRM
Connect Gravity Forms to Agile CRM to automatically create or update contacts and generate tasks from form submissions.
What it does
When someone fills out your WordPress form, their data usually sits in your inbox waiting for manual follow-up. This add-on sends that data straight to Agile CRM the moment the form is submitted, creating or updating contacts without any extra steps.
You map your form fields to Agile CRM fields, assign tags for segmentation, and set up tasks with a subject, due date, priority, and status—all from the Gravity Forms feed settings. Conditional logic lets you control which submissions trigger CRM actions.
It's a good fit for sales and marketing teams that capture leads through WordPress forms and need those leads to flow into Agile CRM immediately, ready for follow-up.
Key features
- Create new Agile CRM contacts from form submissions automatically
- Update existing contacts with the latest form data (replace or append)
- Assign tags to contacts for segmentation and targeted follow-up
- Map form fields directly to Agile CRM contact fields
- Create tasks linked to contacts with subject, due date, priority, and status
- Use Gravity Forms conditional logic to control when CRM actions fire
Good for
Written from Gravity Forms’s own listing. Version and dates come straight from the source and are checked weekly.
Which Gravity Forms licenses include this add-on?
The Agile CRM Add-On is included with Gravity Forms Pro, Elite, and Nonprofit licenses.
Can it update an existing contact instead of creating a duplicate?
Yes, when a contact already exists in Agile CRM, the add-on can replace or append data to keep the record current.
Can I control which form submissions trigger CRM actions?
Yes, you can use Gravity Forms conditional logic to decide when contacts or tasks are created in Agile CRM.
Can tasks be linked to the contact created from the same submission?
Yes, when a contact and task are created together, the task is automatically linked to that new contact.