League Table V2.25

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.