Add Agile CRM notes from Gravity Forms submissions

First, we need to connect Gravity Forms and Agile CRM to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Gravity Forms to Zapier.

  Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.

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  Connect Agile CRM to Zapier.

  Give Zapier access to your Agile CRM account, using Agile CRM credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Gravity Forms

  Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).

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  Then set up an Action for Agile CRM

  Choose this action: Add Note (Add a Note to the Contact.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Gravity Forms and Agile CRM.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add Agile CRM notes from Gravity Forms submissions!