Are you looking to streamline your lead generation and customer relationship management process? Integrating Gravity Forms with Agile CRM can help you automate workflows, manage leads efficiently, and ensure that your data is always synced between the two platforms. In this blog post, we’ll walk you through the steps to successfully integrate Gravity Forms with Agile CRM using the official Gravity Forms Agile CRM Addon.

What You’ll Need Before You Begin

Before diving into the integration process, make sure you have the following:

1. A WordPress website with Gravity Forms installed.
2. An active Agile CRM account.
3. The Gravity Forms Agile CRM Addon installed on your WordPress site.
4. API Key from Agile CRM.

Step 1: Install and Activate the Gravity Forms Agile CRM Addon

To begin, you need to install the Gravity Forms Agile CRM Addon. Here’s how:

1. Download the Addon: Go to the Gravity Forms website and download the Agile CRM Addon (this requires a Gravity Forms Elite license).
2. Install the Addon:
   • From your WordPress dashboard, navigate to Plugins > Add New.
   • Click on the Upload Plugin button, and upload the downloaded zip file.
   • Click Install Now and then Activate the plugin.
3. After activation, you should see the Agile CRM settings in your Gravity Forms settings area.

Step 2: Get Your Agile CRM API Key

Next, you’ll need your Agile CRM API key to connect Gravity Forms to your Agile CRM account. Follow these steps to find it:

1. Log in to Agile CRM.
2. Navigate to Settings > API.
3. Copy the API Key provided. This will be used to authenticate the connection between Gravity Forms and Agile CRM.

Step 3: Configure the Integration in Gravity Forms

Now it’s time to set up the integration. Follow these steps:

1. From your WordPress dashboard, go to Forms > Settings.
2. Scroll down to find the Agile CRM settings section.
3. Paste the API Key from your Agile CRM account into the provided field.
4. Select the Agile CRM Account URL (e.g., yourcompany.agilecrm.com).
5. Click Save Settings to save your changes.

Step 4: Set Up the Gravity Form

Now that Gravity Forms is connected to Agile CRM, it’s time to create or configure a Gravity Form that will send data to your CRM.

1. From the Forms menu, click on Add New to create a new form, or select an existing form you want to use.
2. Add the fields you want (e.g., Name, Email, Phone Number) that you want to send to Agile CRM when the form is submitted.
3. Once your form is ready, go to the Form Settings and then select Agile CRM under the Post Submission Actions.

Step 5: Map Form Fields to Agile CRM

The next step is mapping the form fields to the corresponding fields in Agile CRM.

1. After selecting Agile CRM under Post Submission Actions, click on Add New.
2. You’ll see a list of available fields from your Gravity Form and corresponding fields from Agile CRM (like Name, Email, Phone).
3. Match your Gravity Form fields to Agile CRM fields by selecting the appropriate options in the dropdown menus.
4. You can also choose to assign the new contact to a specific Pipeline, Tag, or Lead Source based on the information provided in the form.

Once you’ve mapped all the necessary fields, click Save Settings.

Step 6: Test the Integration

With everything configured, it’s time to test the integration. Here’s how:

1. Go to your website and fill out the Gravity Form you just set up.
2. Submit the form and then log into your Agile CRM account.
3. Check the Contacts section to see if the new contact has been added with the correct information from the form submission.

If the contact appears as expected, you’ve successfully integrated Gravity Forms with Agile CRM!

Step 7: Automate Further with Custom Workflows (Optional)

To further enhance your CRM process, you can create custom workflows within Agile CRM based on the data received from Gravity Forms. For example:

• Send a Welcome Email to new contacts.
• Add new contacts to a specific Campaign.
• Trigger an email notification to your sales team when a new lead is added.

These automations can save you time and help you focus on building relationships with your leads.

Troubleshooting Common Issues

If you run into any issues during the integration process, here are a few things to check:

• API Key: Ensure that the API key is correct and has the appropriate permissions.
• Field Mapping: Double-check that all the necessary form fields are mapped to the correct fields in Agile CRM.
• Plugin Conflicts: Sometimes, other plugins can cause conflicts. Deactivate other plugins temporarily to see if the issue persists.