capsule

Capsule CRM Add-On

Added: December 2, 2020
Requirements:

Capsule CRM API key is required to use this addon.

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Performance:
May cause some slowness, but within reasonable limits.

Description

The Gravity Forms Capsule CRM Add-On allows you to quickly integrate any Gravity Form with Capsule’s easy to use online CRM solution and allows you to create or update contacts and create tasks.

Seamless Integration

Quickly and easily integrate with Capsule CRM when a form is submitted.

Create Contacts

Create a contact in Capsule CRM when a form is submitted.

Update Contacts

Update contact details in Capsule CRM when a form is submitted.

Create Tasks

Create tasks in Capsule and associate the contact the the task when a form is submitted

Conditional Logic

As with all of our Add-Ons, use Gravity Forms built in Conditional Logic to only integrate with Capsule CRM when you want to!


Screenshots

Details & Setup

About:

Use Case(s): Contact Management

Supported Plan(s):


Functionality:


Availability:


Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:

Premium>Forms>CRM Integration>Capsule CRM Integration

Related Features: