Ninja Forms Capsule CRM

When website form submissions need to be entered into a CRM by hand, customer and sales details can be harder to keep organized. This plugin sends Ninja Forms submissions to Capsule CRM, where they can create or update People, Organizations, Opportunities, Notes, and Tasks. It suits businesses that collect information through WordPress forms and want that information available in their CRM.

Map Ninja Forms fields to Capsule CRM fields to decide where submission details go, including custom fields and tags. The plugin can link newly created People to their related Organizations, Opportunities, Tasks, and Notes. This gives teams a way to connect form data with the customer records and activity they manage in Capsule CRM.

Features

• Send submissions to CRM: Automatically send Ninja Forms submissions to Capsule CRM to create or update People, Organizations, Opportunities, Notes, and Tasks.
• Map form fields: Choose how Ninja Forms fields correspond to Capsule CRM fields, directing collected details to the appropriate places in the CRM.
• Use custom fields and tags: Map form inputs to Capsule CRM custom fields and tags to include tailored customer details in submitted records.
• Link related records: Newly created People can be linked to their related Organizations, Opportunities, Tasks, and Notes in Capsule CRM.
• Handle lead information: Send customer and lead details collected through website forms to Capsule CRM, keeping form data with the records your team manages.
• Connect forms and CRM: Set up the connection within Ninja Forms so form submissions can populate relevant Capsule CRM fields without custom development.

Best for

• Businesses collecting leads through WordPress forms
• Teams managing customer details in Capsule CRM
• Ninja Forms users organizing CRM records