Capsule CRM + Customer Fields

Create new Capsule CRM contacts from new Customer Fields form submissions

Easily streamline your customer management process with this efficient workflow. Whenever a new form submission occurs in the Customer Fields app, a contact will be created within the Capsule CRM app. This automation saves you time by eliminating manual data entry, ensuring all your customer information is updated and organized in real time.

Easily streamline your customer management process with this efficient workflow. Whenever a new form submission occurs in the Customer Fields app, a contact will be created within the Capsule CRM app. This automation saves you time by eliminating manual data entry, ensuring all your customer information is updated and organized in real time.

  1. When this happens...
    Customer FieldsCustomer Fields
    New Form Submission

    Triggers when a customer submits a form.

    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

    • FormRequired

    Trigger
    Instant
    Try It
    • Event nameRequired

    • Event detail keys

    Trigger
    Instant
    Try It
    • First name (first_name)

    • Last name (last_name)

    • Email (email)

    • Data Column Notice

    • Add to form (ID)

    Action
    Write
    • Customer IDRequired

    • First name (first_name)

    • Last name (last_name)

    • Email (email)

    • Data Column Notice

    • Add to form (ID)

    Action
    Write
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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

Related categories

  • CRM (Customer Relationship Management)

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customer-fields logo
customer-fields logo

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers
Learn more

Related categories

  • eCommerce