Integrate Paperform with Capsule CRM

Send information between Paperform and Capsule CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Add a new person in Capsule CRM for each form entry made in Paperform

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will create a new person in Capsule CRM from the responses collected via Paperform.

How it works
  1. The flow triggers when a new entry is submitted for the selected form in Paperform.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Paperform

Paperform + Capsule CRM

Build your own integrations between Paperform and Capsule CRM

Connect Paperform and Capsule CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Paperform and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry submitted

Triggers when a new entry is submitted for 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 Paperform?

Paperform is a flexible online form builder that helps small businesses build solutions to cut down on busywork. It lets you take payments, manage bookings, collect information, and more.

Forms

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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

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