Gravity Forms Agile CRM Add-On 1.5.0

The Gravity Forms Agile CRM Add-On is an official integration that connects your WordPress forms directly to the Agile CRM platform. It automates the process of lead generation by turning form submissions into actionable data within your CRM.

As of late 2025, it remains a core tool for small-to-medium businesses using Agile CRM because it eliminates manual data entry and ensures that every lead is immediately tracked and segmented.

Core Features

Automatic Contact Creation: Every time a user submits a form, a new contact is created in Agile CRM. If the contact already exists (based on their email), the add-on updates their existing record with the new information.

Automated Task Generation: You can configure the add-on to automatically create a "Task" in Agile CRM (e.g., "Follow up with lead") and assign it to a specific team member upon form submission.

Field Mapping: A simple interface allows you to map your Gravity Forms fields (Name, Phone, Custom Questions) to your Agile CRM contact properties.

Tagging for Segmentation: Automatically add specific tags to contacts based on the form they filled out. This allows you to trigger specific automated marketing campaigns within Agile CRM.

Conditional Logic: Only send data to the CRM if specific criteria are met (e.g., only create a contact if the user checks a "Contact Me" box or selects a specific service).

Analytics Tracking: If enabled, you can track the user's web activity and browsing history on your site once they are converted into a lead.

Technical Snapshot (December 2025)

Feature

Details

Developer

Rocketgenius (Gravity Forms)

License Requirement

Pro, Elite, or Nonprofit License

Requirements

Gravity Forms 2.8+ and an active Agile CRM account

API Method

REST API (Requires API Key from Agile dashboard)

Latest Status

Active (v1.6+ supports PHP 8.3 and background processing)

Integration Workflow

To connect your forms, you need to establish a "Feed" that acts as the bridge between WordPress and Agile CRM:

Authentication: Go to Forms > Settings > Agile CRM and enter your Agile Domain, Admin Email, and REST API Key (found in your Agile CRM dashboard under Admin Settings > API & Analytics).

Create a Feed: Go to the specific form you want to connect, navigate to Settings > Agile CRM, and click "Add New."

Map Fields: Use the dropdown menus to match your form fields to Agile fields like "First Name," "Email," and "Company."

Set Actions: Choose whether this feed should "Create Contact," "Create Task," or both.

Best Use Cases

Lead Capture: Sending newsletter signups or "Get a Quote" requests directly into your sales pipeline.

Customer Support: Using form submissions to create helpdesk tasks for your team in Agile.

Event Registration: Tagging users based on which event they registered for to send them automated reminders.

Service Feedback: Updating existing contact records with customer satisfaction scores or feedback comments.

Pro Tip: In 2026, Background Processing is a must-enable feature for this add-on. It ensures that if the Agile CRM API is slow or temporarily down, your website won't "hang" or freeze for the user. Instead, the data is queued and sent in the background, providing a much smoother experience for your visitors.

Would you like me to help you set up Conditional Logic so that only "High Value" leads (based on their budget selection) are sent to your sales team's task list?