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Capsule CRM + Gravity Forms

Add new Gravity Forms submissions as Capsule CRM contacts

Effortlessly add new contacts to your Capsule CRM app with this seamless workflow. Whenever a form is submitted through Gravity Forms, a new contact will be created in Capsule CRM, saving you valuable time and reducing manual data entry errors. By connecting these two apps, you can easily stay organized and ensure all your client information is accurately stored and accessible.

Effortlessly add new contacts to your Capsule CRM app with this seamless workflow. Whenever a form is submitted through Gravity Forms, a new contact will be created in Capsule CRM, saving you valuable time and reducing manual data entry errors. By connecting these two apps, you can easily stay organized and ensure all your client information is accurately stored and accessible.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
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capsulecrm logo

About Capsule CRM

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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Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

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