Derek Brown Asked:
“Hi guys! I was asked to post this question in here so that you can create a video for me (US). Please create a tutorial to show me how to connect my WordPress Gravity Forms, via Zapier, to Agent CRM contact. Thanks!”
The Answer:
You can easily connect your WordPress Gravity Forms to Agent CRM using Zapier. This integration allows you to automatically send form submissions directly into your Agent CRM as new contacts, streamlining your workflow and saving time. Here’s a step-by-step guide.
Step-by-Step Guide to Connecting Gravity Forms to Agent CRM via Zapier
1. Set Up Gravity Forms on Your WordPress Site
- Ensure the Gravity Forms plugin is installed and active on your WordPress website.
- Create a form that includes the necessary fields, such as name, email, phone number, etc.
2. Log In to Zapier
- Go to Zapier.com and log in to your account.
- Click + Create Zap to begin creating your integration.
3. Choose Gravity Forms as the Trigger App
- Trigger App: Search for and select Gravity Forms.
- Trigger Event: Choose New Form Submission.
4. Connect Gravity Forms to Zapier
- Follow the prompts to connect your WordPress site to Zapier. You may need to provide your Gravity Forms API key, which you can find in the plugin settings on your WordPress dashboard.
5. Test the Trigger
- Submit a test entry through your Gravity Form to ensure Zapier can pull the data correctly.
6. Set Up Agent CRM as the Action App
- Action App: Search for and select Agent CRM.
- Action Event: Choose Create or Update Contact.
7. Map Gravity Forms Fields to Agent CRM Fields
- Match the fields from your Gravity Form to the corresponding fields in Agent CRM:
- Gravity Form’s “Name” → Agent CRM’s “Contact Name”
- Gravity Form’s “Email” → Agent CRM’s “Email Address”
- Gravity Form’s “Phone” → Agent CRM’s “Phone Number”
8. Test and Activate the Zap
- Run a test to ensure that form submissions are creating new contacts in Agent CRM correctly.
- Once successful, turn on the Zap to activate the automation.
Pro Tips for Optimizing the Integration
- Use Tags for Organization: Add a tag like “Gravity Form Lead” to imported contacts for easy segmentation.
- Set Up Follow-Ups: Automate email or SMS campaigns in Agent CRM to nurture leads immediately after submission.
- Monitor Zap Performance: Regularly check your Zapier dashboard to ensure the integration is running smoothly.
Learn More
Explore these resources for additional help and tips:
- Unlock AI’s Power in Your Insurance Business with Agent CRM
- Agent CRM’s Upgraded QR Code Feature: Link to Website, Email or New SMS Message
- What Can Agent CRM Do?
Also see these resources on our Youtube channel:
Bonus Resource: Watch and Learn
“https://www.loom.com/share/e9c1c0482d454d9fbc871416f908de5d”
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