Gravity Forms Capsule CRM Addon GPL v1.7.0

Gravity Forms Capsule CRM Add-On GPL Overview

The Gravity Forms Capsule CRM Add-On enables seamless integration between Gravity Forms and Capsule CRM, allowing you to automate contact creation, updates, and task management directly from form submissions.

Key Features:

1. Create and Update Contacts
   • Automatically add new contacts or update existing ones in Capsule CRM when a form is submitted.
   • Map form fields to Capsule CRM fields to ensure accurate data transfer.
2. Create Tasks
   • Generate tasks in Capsule CRM upon form submission.
   • Define task categories, statuses, descriptions, and due dates for efficient workflow management.
3. Conditional Logic
   • Leverage Gravity Forms’ built-in conditional logic to control when data is sent to Capsule CRM.
   • Add contacts or create tasks only when specific conditions are met, ensuring your CRM remains organized and relevant.

Benefits:

• Streamlined Workflows
  • Automate the transfer of form data to Capsule CRM, saving time and reducing manual input errors.
• Enhanced Contact Management
  • Keep your Capsule CRM updated with the latest contact information and segment your audience for targeted communications.
• Efficient Task Tracking
  • Automatically assign tasks to team members with clear due dates and descriptions, ensuring no lead or action item is missed.
• Customizable Integration
  • Use conditional logic to fine-tune how and when data is sent to Capsule CRM, giving you full control over your workflows.

Use Cases:

1. Lead Generation
   • Capture leads from website forms and add them directly to Capsule CRM for follow-up and nurturing.
2. Event Management
   • Collect event registrations and create tasks in Capsule CRM to coordinate follow-ups or reminders.
3. Customer Onboarding
   • Use forms to gather onboarding information and create corresponding tasks in Capsule CRM to streamline the process.
4. Feedback Collection
   • Gather customer feedback via forms and update existing contacts in Capsule CRM with new insights.

How It Works:

1. Install the Add-On
   • Download and install the Gravity Forms Capsule CRM Add-On from the Add-On installer or the Add-On Downloads page.
2. Connect Capsule CRM
   • Authenticate your Capsule CRM account with Gravity Forms.
3. Configure Form Settings
   • Map form fields to Capsule CRM contact fields.
   • Define task settings such as category, status, and due dates.
4. Set Conditional Logic (Optional)
   • Determine the conditions under which contacts are created or updated and tasks are generated.
5. Publish Your Form
   • Make your form live and start capturing data that automatically syncs with Capsule CRM.

Why Choose the Gravity Forms Capsule CRM Add-On?

The Gravity Forms Capsule CRM Add-On simplifies customer relationship management by automating the flow of information from your forms to Capsule CRM. This ensures your CRM is always up-to-date with high-quality data while minimizing manual work.

Whether you’re managing leads, onboarding new customers, or tracking tasks, this add-on provides the tools you need to stay organized and efficient.