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
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
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- 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 Paperform
Paperform + Capsule CRM
Build your own integrations between Paperform and Capsule CRM
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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 User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
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.
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What is Capsule CRM?
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
