Rocket Genius Gravity Forms Agile CRM Addon 1.6.0
Wordpress Plugins GravityForms 4.8 (4.3K reviews)
Gravity Forms is a popular form builder for WordPress, and this addon from Rocketgenius extends it directly into Agile CRM. Agile CRM combines sales pipelines, marketing automation, and contact management in one place. The addon creates a live connection between form submissions and that CRM, so when someone fills out a form on your site, their details can flow straight into Agile. No manual data entry, no exporting and importing CSV files, no copying between tabs. The plugin is designed for people who already use both tools and want them to work together. It is an official Rocketgenius product, which means it follows the same coding standards and quality checks as Gravity Forms itself. This is not a third-party workaround or a custom script. You install it, activate it, and configure which forms should send data where. That configuration is stored per form, so each form can behave differently based on your needs.
Once installed, the addon gives you a few specific actions. You can create a new contact in Agile CRM from a Gravity Form submission, or update an existing contact if they are already in your system. This works by mapping form fields to Agile fields, such as name, email, company, phone number, or anything else you choose. The addon also lets you create tasks inside Agile CRM from form entries. That might mean a follow-up task assigned to a sales rep, a support reminder, or any other to-do triggered by a customer submission. On top of that, conditional logic is supported. You can set rules so the CRM action only happens when certain form values are selected. For example, if a form includes a 'request a quote' option, the contact and task are created only when that option is chosen. This keeps your CRM clean and prevents irrelevant submissions from becoming records.
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From a practical standpoint, this addon is about removing repetitive work. If your team relies on Gravity Forms for lead capture, event registration, contact forms, or customer surveys, the submissions have to end up somewhere useful. Agile CRM is designed to track those interactions, but only if the data actually gets there. With this plugin, the transmission is automatic and immediate after the user hits submit. That means sales teams see new leads without waiting for someone to manually enter them, and marketing campaigns can be triggered by the same data that created the contact. Conditional logic adds control, so not every form submission becomes a CRM record. The plugin also handles updates, which is valuable for return visitors whose information may change over time. For teams handling high volumes of form entries, this directly cuts down on manual upkeep. This is the kind of integration that feels like it should have been built into both platforms from the start.
The file you receive is the original addon zip package from the developer, not a modified or repackaged version. This matters for those who want the same code that Rocketgenius distributes to their own customers. You install it in WordPress just like any other plugin, either through the upload option or by extracting the folder into your plugins directory. After activation, use the addon's settings page to connect your Agile CRM account and begin mapping fields. There is no need to touch code, and the configuration is handled through the familiar Gravity Forms interface. If you have used any other Rocketgenius addon before, you will find the workflow instantly familiar. The whole process is built around the standard Gravity Forms settings pages, so there is nothing foreign to learn. This is a straightforward tool for a specific need: synchronizing form data with Agile CRM and automating contact and task creation without leaving the WordPress dashboard.
- Item type
- plugin
- Category
- Wordpress Plugins
- Version
- 1.2.5
- Availability
- In stock
- Delivery
- Digital
- Last updated
- August 11, 2026
Rocket Genius Gravity Forms Agile CRM Addon is cataloged as a Wordpress Plugins under plugin. Review the preview and recorded details alongside the original description before purchase.
Usage rights depend on the license selected at checkout. Review the complete terms before using this item for client work, redistribution, SaaS, or more than one end product.