

Integrate MetForm with Capsule CRM
Send information between MetForm 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 MetForm
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in Capsule CRM from the responses collected via MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- 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 MetForm
MetForm + Capsule CRM

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Supported triggers and actions
Integrate MetForm 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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What is Capsule CRM?
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