Integrate Kali Forms with Capsule CRM
Send information between Kali Forms and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Create a new person in Capsule CRM when a form is submitted through Kali Forms
Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will generate a new person in Capsule CRM using the form responses obtained from Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
Create a new person in Capsule CRM when a form is submitted through Kali Forms
Kali Forms + Capsule CRM
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Supported triggers and actions
Integrate Kali Forms and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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 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 Kali Forms?
Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.
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What is Capsule CRM?
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Custom functions
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Endless integrations. End to manual work.
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