Send Gravity Forms submissions to Capsule CRM for automated contact and deal management
Gravity Forms Capsule CRM Addon
Gravity Forms Capsule CRM Addon sends form submissions to Capsule CRM. Create contacts, update records, and log activities in Capsule automatically from WordPress form entries for streamlined lead management.
Included with purchase:
- 100% GPL Licensed
- Lifetime Updates
- Technical Support
- Instant Download
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What is Gravity Forms Capsule CRM Addon?
Gravity Forms Capsule CRM Addon is a WordPress plugin that sends form submissions to Capsule CRM. It creates contacts, deals, and activities automatically from Gravity Forms entries. Available at PluginTheme.net with instant download and GPL license.
Key Features
Contact Creation
Automatically create Capsule contacts from form submissions
Field Mapping
Map form fields to Capsule contact data fields
Deal Management
Create opportunities and deals from form data
Activity Logging
Log notes and activities against CRM contact records
Smart Matching
Update existing contacts based on email matching
Who is this for?
Pros
- Automated contact creation in Capsule from form submissions
- Field mapping between forms and CRM contact data
- Deal and opportunity creation from form entries
- Activity logging for contact history tracking
- Conditional logic for selective synchronization
Cons
- •Requires both Gravity Forms and Capsule CRM accounts
- •Limited to Capsule CRM — not compatible with other CRMs
- •Initial field mapping setup needed per form
Product Description
Gravity Forms Capsule CRM Addon integrates form submissions with Capsule CRM. When visitors submit a form, their data is automatically sent to Capsule — creating contacts, adding notes, or updating existing records without manual data entry.
Key Capabilities
- Create Capsule CRM contacts from Gravity Forms submissions
- Map form fields to Capsule contact fields
- Add deals and opportunities from form data
- Log activities and notes against contact records
- Conditional logic for selective CRM sync
Lead Pipeline
Form submissions become CRM contacts automatically. Map name, email, phone, company, and custom fields from your form to Capsule fields. New contacts are created or existing ones updated based on email matching, keeping your CRM data current.
Sales Workflow
Beyond contact creation, the addon can create deals and opportunities in Capsule from form data. A product inquiry form can create a sales opportunity with estimated value, or a quote request can log an activity against the contact for follow-up.
Our Verdict
PluginTheme Team
Expert Reviewer
The Capsule CRM addon provides reliable form-to-CRM sync. Contact creation and field mapping work as expected. Deal creation from forms is particularly useful for sales teams wanting automated lead pipeline management.
