Integration

Agile CRM

Integrate your WordPress forms with Agile CRM. Create or update contacts, assign tasks, and automate your sales and marketing workflows.

Official Gravity Forms Integration

Icon-Agile CRM
Integration-Agile CRM

All-in-one CRM solution.

Automate your workflows

Form submissions become contacts and tasks in Agile CRM automatically – no manual data entry, no delays.

Built for sales and marketing teams

From lead capture to follow-up, Agile CRM helps you stay on top of every opportunity and nurture relationships at scale.

Included with Pro, Elite, and Nonprofit

The Agile CRM Add-On is available with a Gravity Forms Pro, Elite, or Nonprofit license.

Create and update contacts

Every form submission can add a new contact to Agile CRM – or update an existing one with the latest information.

Map fields: Send form data to the right fields in Agile CRM – capture all the details you need.

Tags: Assign tags to new contacts for better segmentation and targeted follow-up.

Update existing contacts: Replace or append data when a contact already exists – keep records current.

Create tasks automatically

Turn form submissions into actionable tasks – assigned, prioritized, and ready for your team.

Subject and due date: Define the task subject and set a due date based on days from submission.

Priority and status: Set priority (High, Normal, Low) and status (Yet To Start, In Progress, Completed).

Assign to contact: Create a contact and task together – the task is automatically linked to the new contact.

Transparent pricing?
That’s affirmative

Elite License


$259

Unlimited Sites

Priority Support

WordPress Multisite

Elite License includes…


User Registration Add-On

Conversational Forms

Partial Entries Add-On

Polls Add-On

Signature Add-On

Survey Add-On

See all Add-Ons included…

Pro License


$159

3 Sites

Standard Support

Pro License includes…


Stripe Add-On

Dropbox Add-On

Square Add-On

Zapier Add-On

Zapier Add-On

Trello Add-On

See all Add-Ons included…

Kristin Pruis

Claudia Siegal

Michele M.

Need more info?

Our extensive documentation, blog, and Learn site have all the resources you need to get started.

Frequently Asked Questions.

What does the Gravity Forms Agile CRM Add-On do?

The Gravity Forms Agile CRM Add-On connects your WordPress forms with Agile CRM, allowing you to automatically create or update contacts and streamline sales and marketing workflows after form submissions.

Can Gravity Forms create or update Agile CRM contacts automatically?

Yes, when a Gravity Forms form is submitted, the Agile CRM Add-On can create new contacts or update existing ones with the latest information by mapping form fields directly to Agile CRM fields.

Can I automatically create tasks in Agile CRM from form submissions?

Yes, the Agile CRM Add-On allows you to create tasks automatically when a form is submitted, associate them with contacts, and define task details such as subject, status, due date, and description.

Does the Agile CRM Add-On support conditional logic?

Yes, you can use Gravity Forms conditional logic to control when contacts or tasks are created in Agile CRM, ensuring only qualified submissions trigger CRM actions.

Who should use the Gravity Forms Agile CRM integration?

The Gravity Forms Agile CRM Add-On is ideal for sales, marketing, and service teams that want to automate lead capture, follow-ups, and task creation from WordPress forms.

Which Gravity Forms licenses include the Agile CRM Add-On?

The Agile CRM Add-On is included with Gravity Forms Pro, Elite, and Nonprofit licenses.

Can I try Gravity Forms before purchasing?

Yes. Gravity Forms offers a free Elite demo that lets you test it as a full-featured WordPress form builder before committing to a paid license.

If I love the demo and decide to purchase Gravity Forms, do you offer a money back guarantee?

We want you to feel confident about purchasing Gravity Forms which is why we offer a 30-day money back guarantee. If you find Gravity Forms isn’t the best fit, simply send us a message! We’ll happily refund 100% of your money, no questions asked.