Integrate Gravity Forms with Capsule CRM

Send information between Gravity 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 Gravity Forms

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This workflow will generate a new person in Capsule CRM using the form inputs received in Gravity Forms.

How it works
  1. The flow triggers when a new form is submitted in Gravity Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Gravity Forms

Gravity Forms + Capsule CRM

Build your own integrations between Gravity Forms and Capsule CRM

Connect Gravity Forms and Capsule CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Gravity Forms and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a new form is submitted

New Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create form entry

Creates a new form entry

Update form entry

Updates the details of an existing form entry

Fetch form entry

Fetches the details of an existing form entry

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

What is Gravity Forms?

Gravity Forms is a tool to create forms for your WordPress powered websites. It provides ready-to-use form fields, conditional logic, and more.

Forms WordPress Plugins

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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