Gravity Forms Capsule CRM

Form submissions can contain contact details and inquiries that teams need to manage in Capsule CRM. This add-on sends submitted data from Gravity Forms to the CRM, where it can create new contacts or update existing ones. It also supports creating tasks from submissions, helping teams keep follow-up work alongside their customer records.

Set up field mapping to choose how Gravity Forms data corresponds to Capsule CRM fields. Conditional logic can control when a contact is added or a task is created, so the form's rules determine which submissions are sent to the CRM. Use it for lead capture, customer inquiries, and sales workflows that rely on information gathered through website forms.

Features

• Create or update contacts: Send form submission details to Capsule CRM to create new contacts or update existing contact records.
• Create CRM tasks: Generate Capsule CRM tasks from form submissions, with configurable categories, statuses, descriptions, and due dates.
• Map form fields: Map Gravity Forms fields to Capsule CRM fields to control how submitted information is added to contact records.
• Apply conditional logic: Use Gravity Forms conditional logic to determine when contacts are added or tasks are created from submissions.
• Support follow-up workflows: Keep customer details and tasks in Capsule CRM for teams managing leads, customer inquiries, or sales follow-up.

Best for

• Businesses capturing leads through website forms
• Teams managing customer inquiries in Capsule CRM
• Sales teams organizing form-based follow-up tasks