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How to connect Gravity Forms with AgileCRM

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Connect Gravity Forms to AgileCRM with LeadsBridge

Gravity Forms » AgileCRM

In this article, you'll learn how to set up the bridge and connect Gravity Forms to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Gravity Forms as the source for your bridge
  2. Choose AgileCRM as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Gravity Forms with AgileCRM

Step 2.A: Setup your Gravity Forms integration

  1. Click on Connect Gravity Forms
  2. Click on Create new integration to connect your Gravity Forms (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Gravity Forms integration
  4. Fill URL, Access Secret field to connect Gravity Forms with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Gravity Forms and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Gravity Forms is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Gravity Forms

How to get URL, Access Secret

Once you’ve arrived into the Source step of your Gravity Forms bridge, you should follow the steps below:
1. Go into your Gravity Forms account
2. Install the Gravity Forms Webhooks Add-On, if you don’t know how to install an add-on on Gravity Forms you can follow THESE guidelines
3. After you’ve installed the add-on you’ll need to create a feed, in order to do that go to your Form Settings
4. Click on the Webhooks tab
5. Then, click the Add New button
6. At this point you’ll need to configure the request that is going to be sent to the Webhook
7. Under Request URL you should paste the Webhook URL you get while creating your Bridge, if you’re unsure of what to select on the other settings, you may want to check THIS documentation
8. After this you may be able to continue with your Bridge setup

Step 2.C: Setup your AgileCRM integration

  1. Click on Connect AgileCRM
  2. Click on Create new integration to connect your AgileCRM (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the AgileCRM integration
  4. Fill URL, Email, REST API Key field to connect AgileCRM with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this AgileCRM and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your AgileCRM is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for AgileCRM

How to get URL, Email, REST API Key

During your first Agile CRM integration setup you'll need to insert your account's URL, Email address and REST API Key. In order to get them you should follow the steps below:
1. Log into your Agile CRM account
2. Head over to your browser's address bar
3. Copy the URL, it should be something like: https://yourcompanyname.agilecrm.com/
4. Go into LeadsBridge's integration setup and paste it inside the URL field
5. Go inside the Email field and type down your Agile CRM user's email address
6. Return into your Agile CRM account
7. Click on your Avatar and then click on Admin Settings, you should be an Admin user to have access into this area
8. After that, click on Developers & API
9. Copy your API Key under API Key » REST API
10. Go back into LeadsBridge's integration setup and paste your API Key inside the REST API Key field
11. Finally, click on Next or Finish button to save your Agile CRM integration setup

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

  • Type the address(es) where you'd like to receive the receipt
  • You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Gravity Forms information with your AgileCRM fields.

  1. You will have AgileCRM fields on the left. Match the information you wish to pass align from Gravity Forms
  2. Based on AgileCRM functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: