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PlanSo Forms for WordPress + Capsule CRM Integrations

How to connect PlanSo Forms for WordPress + Capsule CRM

Zapier lets you send info between PlanSo Forms for WordPress and Capsule CRM automatically—no code required.

When this happens...
PlanSo Forms for WordPressPlanSo Forms for WordPress
New Submission

Triggers when a form is submitted

automatically do this!
Capsule CRMCapsule CRM
Add Note to Entity

Adds a Note to an Entity.

Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Capsule CRM Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Related categories

  • Forms & Surveys
  • WordPress

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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 More

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