Capsule CRM + Wufoo
Find/create contacts and projects in Capsule CRM from new Wufoo forms
This template looks up the contact from a new Wufoo form submission and creates a project for it in Capsule CRM. If the contact doesn't already exist, they will be added. Save lots of time by automating project creation, so you and your team can spend less time creating records and instead focus on the project work at hand.
This template looks up the contact from a new Wufoo form submission and creates a project for it in Capsule CRM. If the contact doesn't already exist, they will be added. Save lots of time by automating project creation, so you and your team can spend less time creating records and instead focus on the project work at hand.
- When this happens...New Form
Triggers when you build a new form.
- automatically do this!Create Project
Creates a new Project.
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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.
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About Wufoo
Wufoo is an easy way to create and manage HTML forms.
