Original Question:
Kelly Spies asked us:
“Quick question – is there a way to connect Gravity Forms without using Zapier? I have had billing issues with Zapier and until they have a more secure billing system, I won’t use them.”
Answer:
Yes, you can connect your form data to Agent CRM without using Zapier. While Zapier provides automation, there are two alternative methods you can use:
Option 1: Switch to Agent CRM Forms
- Agent CRM has built-in forms that can be embedded on most major websites and funnels.
- When someone fills out an Agent CRM form, their information is automatically stored in your CRM—no third-party integrations needed!
- This is the easiest and most seamless way to ensure all form submissions are directly captured within your system.
Option 2: Manual CSV Upload from Gravity Forms
- If you prefer to keep using Gravity Forms, you can manually download your form submissions as a CSV file.
- Then, upload the CSV into Agent CRM under Contacts → Import Contacts.
- Be sure to map the fields correctly to ensure all data imports smoothly.
While manual uploads require extra steps, it allows you to continue using Gravity Forms without relying on Zapier.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- 3-Way Calling Made Easy with Agent CRM
- Introducing Agent CRM’s Upgraded QR Code Feature: Link to Website, Email or New SMS Message
- What Can Agent CRM Do?
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
