Integrate Formidable Forms with Capsule CRM
Send information between Formidable Forms and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Capsule CRM for every form entry submitted in Formidable Forms
Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will generate a new person in Capsule CRM using the form responses obtained from Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
Create a new person in Capsule CRM for every form entry submitted in Formidable Forms
Formidable Forms + Capsule CRM
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Supported triggers and actions
Integrate Formidable Forms and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry updated
Triggers when an existing form entry is updated
Form entry made
Triggers when a new form entry is made
New Organization
Triggers when a new organization is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
What is Formidable Forms?
Formidable Forms is an advanced WordPress form plugin with a drag and drop form builder. Build a single contact form or complex multi-page forms with conditional logic, calculations, file uploads, and more.
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