Functionality: CRM Integration, CRM Integrations, Gravity Forms Add-ons
The Gravity Forms Capsule CRM Add-On, allows you to automatically send new form data directly to your Capsule dashboard where you can manage, track, and segment your contacts.
On form submission, new contacts are created, or existing contacts updated, in your Capsule CRM with the most recent information. And you can map form fields to ensure all the information you need is transferred to Capsule, enabling you to send targeted emails and have personalized conversations.
Gravity Forms plugin is required for this add-on to work.
Customer must provide Capsule CRM API key to use this addon.
Use Gravity Forms Capsule Add-On to add/update contacts and create tasks in Capsule upon gravity form submission, if specifically requested by a customer who uses Capsule as their customer relationship management(CRM) system.
Installation:
Install plugin through GD Core > plugins section
Configuration:
Reference the link(s) below for how to setup Capsule CRM (Gravity Forms Add-On):
If the plugin is covered by WDS Plan, please PAY ATTENTION to which WDS plan is this plugin included with.)
WDS Plan
The legacy Functionality Form/Worksheet process has been deprecated and is no longer required for scoping or documentation. Instead, the AI Companion – WDS Plugin Support Assistant should be used to generate detailed instructions and requirements for plugin usage.
The generated output can be exported as PDF or DOC files and attached to the relevant ticket or DCT, ensuring a more streamlined and standardized documentation workflow.