How to add Agile Crm Gravity Forms in Wordpress

Agile CRM is an all-in-one, affordable and next-gen Customer Relationship Management (CRM) software with marketing, sales and service automation Wordpress Tutorial

Noted That:

To install correctly this agile-crm-gravity-forms.zip .
Fisrt Download the agile-crm-gravity-forms.zip to your computer
Extract/Open agile-crm-gravity-forms.zip to Your Computer.
Then, Find readme.txt file inside agile-crm-gravity-forms.zip and Open readme.txt .
Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
Then, Follow the Tips Below.

Start the Tips:

Step-1 : Download " agile-crm-gravity-forms.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Login to Wordpress Agile Crm Gravity Forms

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Agile Crm Gravity Forms

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Agile Crm Gravity Forms

Step-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 "

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Agile Crm Gravity Forms " folder is added on left Side Menu. Now, Click on " Agile Crm Gravity Forms " folder.

Noted that: If you do not see " Agile Crm Gravity Forms " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Agile Crm Gravity Forms Configurations and Settings or How to work " Agile Crm Gravity Forms " in your WordPress site.

After Activated Plugin According to Step-6 then,

Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
or Direct go to: https://yourdomain/wp-admin/plugins.php
Then, Find " Agile CRM Gravity Forms " Activated Plugin from Plugin List.
Then, Click on " Settings " from Plugin that is Agile CRM Gravity Forms
Now, Edit/Add/Config the setting and Click on " Save Changes " button,

Guide
Install the Agile CRM Gravity Form Plugin 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. Navigate to the Plugin Page 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. Enter your Agile domain details 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. Map the Agile Property with Gravity Form fields 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.

Guide

Install the Agile CRM Gravity Form Plugin

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.

Navigate to the Plugin Page

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.

Enter your Agile domain details

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.

Map the Agile Property with Gravity Form fields

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.

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