Capsule CRM

Capsule CRM + Formitize Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Capsule CRM and Formitize, with as many as 20 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Capsule CRM + Formitize and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Job Dispatched

This trigger occurs when a job is dispatched from the Formitize portal

Create Notification

Create's a notification to send an automated email/dashboard reminder.

New Submitted Form

Once a form has been submitted from Formitize

Create Job

Create's a job in Formitize.

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Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

See Formitize Integrations