Derek Brown Asked:
“I use Gravity Forms in a WordPress Website. Is there any way to send form fillouts into Agent CRM Contacts?”
The Answer:
Yes, you can seamlessly send form submissions from Gravity Forms on your WordPress website to Agent CRM contacts. By integrating Gravity Forms with Agent CRM through Zapier, you can automate the process of creating or updating contacts whenever a form is submitted.
Step-by-Step Guide to Integrating Gravity Forms with Agent CRM
1. Set Up Your Gravity Form
- Ensure the Gravity Forms plugin is installed and activated on your WordPress site.
- Create or select a form with the fields you want to send to Agent CRM, such as:
- Name
- Email Address
- Phone Number
2. Log In to Zapier
- Go to Zapier.com and log in or create an account.
- Click + Create Zap to start building your integration.
3. Set Up Gravity Forms as the Trigger
- Trigger App: Search for and select Gravity Forms.
- Trigger Event: Choose New Form Submission.
- Follow the prompts to connect your WordPress site to Zapier.
- You may need to provide the Gravity Forms API key, which you can find in the Gravity Forms settings on your WordPress dashboard.
4. Test the Trigger
- Submit a test form entry to ensure Zapier can successfully pull data from Gravity Forms.
5. Add Agent CRM as the Action
- Action App: Search for and select Agent CRM.
- Action Event: Choose Create or Update Contact.
6. Map Gravity Forms Fields to Agent CRM Fields
- Match the data fields from your Gravity Forms submission to the corresponding fields in Agent CRM:
- Name → Contact Name
- Email → Email Address
- Phone → Phone Number
7. Test and Turn On the Zap
- Run a test to confirm that form data is being sent to Agent CRM correctly.
- Turn on the Zap to automate the process moving forward.
Pro Tips for Effective Integration
- Use Tags for Organization: Add a specific tag like “Gravity Forms Lead” to all imported contacts for better segmentation and tracking.
- Automate Follow-Ups: Set up workflows in Agent CRM to send automated emails or SMS messages to leads as soon as they’re added to the system.
- Monitor and Optimize: Regularly check your Zapier dashboard to ensure the integration is running smoothly and troubleshoot any issues.
Learn More
Check out these resources to optimize your workflow:
- Add Contacts To Agent CRM Using Zapier
- A Proven Workflow to Revive Dead Leads and Boost Revenue
- Cross Sell Your Clients: Phone Scripts, Emails to Use, Selfie Video Script, and more
Bonus Resource: Watch and Learn
“https://www.loom.com/share/e9c1c0482d454d9fbc871416f908de5d”
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