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Capsule CRM + Gravity Forms

Create Gravity Forms submissions for new or updated opportunities in Capsule CRM

Effortlessly keep track of your Capsule CRM opportunities by connecting it to Gravity Forms. With this workflow, every time a new or updated opportunity occurs in Capsule CRM, a form will be submitted in Gravity Forms, allowing for seamless data management. Improve your organization and focus on closing deals while the integration takes care of capturing the essential information.

Effortlessly keep track of your Capsule CRM opportunities by connecting it to Gravity Forms. With this workflow, every time a new or updated opportunity occurs in Capsule CRM, a form will be submitted in Gravity Forms, allowing for seamless data management. Improve your organization and focus on closing deals while the integration takes care of capturing the essential information.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Gravity FormsGravity Forms
    Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
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.
Learn moreHelp

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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