Overview
The Agile CRM Add-On for Gravity Forms allows you to connect your forms with your Agile CRM account to automatically send contact data, add tags, and create tasks or notes.
Gravity Flow Integration
When a workflow includes an Agile CRM step, Gravity Flow ensures that the standard post-submission Agile CRM feed does not execute independently of the workflow. This provides control over exactly when Agile CRM actions occur in your workflow sequence.
Creating an Agile CRM Workflow Step
To add an Agile CRM step to the workflow:
- From the Form Editor screen, navigate to Settings → Workflow.
- Select Add New Step and set a Name for the step.
- Choose the Agile CRM step as the Step Type.
- Select an Agile CRM Feed created using the Agile CRM Add-On.
- Click Update Step Settings to save the step.
Agile CRM Step Settings Reference
| Setting | Description |
|---|---|
| Name | Defines the workflow step name used to identify it within the workflow. Required |
| Description | Provides a short description of what the step does. |
| Step Type | Defines this step as an Agile CRM step. Required |
| Highlight | Highlight this step to emphasize it in the workflow visually. |
| Condition | Enables a condition to determine whether the step will run. |
| Schedule | Delays execution of the step based on a configured schedule. |
| Agile CRM Feed | Selects which Agile CRM feed to execute for this step. Required |
| Next Step | Defines the next step in the workflow sequence. |