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  • How do I connect a checklist in Agile CRM with data in my Gravity Forms checklist?

I have a checklist in Agile CRM and data in a gravity form checklist, how do I connect them as natively doesnt seem to work

Hi @MKCARC 

Just to ensure I understand what you're trying to accomplish, could you elaborate more on the issue? Would you be able to outline it step-by-step?

If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible.

I want to ensure we're on the same page so I can point you in the right direction!

Looking forward to your response! 😊

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