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Capsule CRM + Typeform

Create opportunities in Capsule CRM from new Typeform entries

Effortlessly streamline your sales process with this workflow that connects Typeform and Capsule CRM. When a new entry is submitted on Typeform, an opportunity will be created in Capsule CRM, ensuring your team can quickly follow up with potential clients and keep your pipeline up to date. Say goodbye to manual data entry and focus on closing deals!

Effortlessly streamline your sales process with this workflow that connects Typeform and Capsule CRM. When a new entry is submitted on Typeform, an opportunity will be created in Capsule CRM, ensuring your team can quickly follow up with potential clients and keep your pipeline up to date. Say goodbye to manual data entry and focus on closing deals!

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

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

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
    • ActionRequired

    Trigger
    Instant
    Try It
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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

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  • CRM (Customer Relationship Management)

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typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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