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Agile CRM is an all-in-one, affordable and next-gen Customer Relationship Management (CRM) software with marketing, sales and service automation |
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Start the Tips:1. First Download "agile-crm-gravity-forms.zip" Plugin to your Local Computer. (Click Download) 2. Then, Login to your "yourdomain.com/wp-admin" Dashboard. 3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard. 4. Now, Click on "Upload Plugin" button.
5. Now, Browse "agile-crm-gravity-forms.zip" Downloaded plugin from your computer, Where you downloaded agile-crm-gravity-forms.zip According to Step – 1 Above then, click on "Install Now" 6. Now, Click on "Active Plugin" 7. Then, See left sidemenu. "Agile CRM Gravity Forms" folder is added on left sidemenu. Now, Click on "Agile CRM Gravity Forms" folder. Noted that: If you do not see "Agile CRM Gravity Forms" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools". 8. Now you configure yourself oR Watch video tutorial below about Agile CRM Gravity Forms Configurtions and Settings or How to work "Agile CRM Gravity Forms" in your WordPress site. oR After Activated Plugin According to Step-6 then,
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Firstly, go the Gravity Forms web-page on the Agile CRM website and download the plugin zip file from the ‘Try the Agile Gravity Forms Plugin’ button over there. Now, login to your WordPress interface, go to Plugins in the menu bar, on the left side of the dashboard and click on the ‘Add New’ button. Upload the zip file. Click on the ‘Installed Plugins’ button over there and activate the Agile CRM Gravity Forms plugin among the list of other plugins.
Once the plugin has been successfully installed, move to the settings in the menu bar on the left and navigate to Agile Gravity Forms. You’ll now see a new window that requires your Agile CRM account information.
In the new window, enter you Agile domain name (eg: ikosystem?.agilecrm.com), user email id and REST API key in their respective fields and save the details. (For API key, login to your Agile domain, go to Admin Settings —> API & Analytics —> REST API key.) When you’re done, move to the next tab – Form Settings in the same window.
In the Form Settings tab, choose the Gravity Form that you’d like to integrate with Agile. Now, map the Gravity Form fields to the Agile Property fields over there. Once you’re done mapping all the fields, save the details. That’s it! You’ve successfully integrated your Gravity web forms with Agile. |
marketing, sales, service, automation, software, management, affordable, next, customer, relationship, |
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Reffered: https://wordpress.org/