Integrate Formstack with Capsule CRM
Send information between Formstack and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Capsule CRM for each form entry made in Formstack
Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will create a new person in Capsule CRM from the responses collected via Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
Add a new person in Capsule CRM for each form entry made in Formstack
Formstack + Capsule CRM
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Supported triggers and actions
Integrate Formstack and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Form
Triggers when a new form is created
New Submission
Triggers when a new submission is added to the selected form
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
What is Formstack?
Similar apps
What is Capsule CRM?
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
