Gravity Forms Capsule CRM

Copying form entries into a CRM by hand takes time and invites mistakes. Gravity Forms Capsule CRM handles that step for you. When someone submits a form on your site, the add-on can create a new contact in Capsule CRM or update one that already exists, so your records match what people actually told you.

The add-on also creates tasks in Capsule CRM from the same submission. You map Gravity Forms fields to Capsule fields and use conditional logic to decide when a contact or task is created. It fits sites that collect leads or customer inquiries through Gravity Forms and keep their pipeline in Capsule.

Features

• Create or update contacts: Each Gravity Forms submission can add a new contact in Capsule CRM or update an existing one, which keeps your contact records current without retyping form data.
• Task creation from forms: Form submissions can generate tasks in Capsule CRM, so a new inquiry turns into a follow-up item for your team right away.
• Task details you can set: Tasks can carry customizable categories, statuses, descriptions and due dates, which helps your team see what needs doing and when.
• Custom field mapping: Match Gravity Forms fields to Capsule CRM fields so the information you collect lands in the right place in each record.
• Conditional logic support: Use Gravity Forms conditional logic to control when a contact is added or a task is created, so only relevant submissions reach your CRM.
• Works with any Gravity Forms form: The add-on can be connected to any form you build with Gravity Forms, so you can feed Capsule CRM from several forms on your site.
• Less manual data entry: Routine CRM updates and task assignments run from form submissions, which cuts repeated typing and reduces errors in your records.

Best for

• Teams that manage leads in Capsule CRM
• Sites collecting inquiries with Gravity Forms
• Sales and support staff who create follow-up tasks