Integrate Formsite with Capsule CRM
Send information between Formsite 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 when a form is submitted through Formsite
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Capsule CRM using the form responses obtained from Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- 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 Formsite
Formsite + Capsule CRM
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Supported triggers and actions
Integrate Formsite and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
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 Formsite?
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.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
