Integrate weForms with Capsule CRM
Send information between weForms 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 weForms
Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will create a new person in Capsule CRM from the responses collected via weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- 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 weForms
weForms + Capsule CRM
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Supported triggers and actions
Integrate weForms and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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 weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
What is Capsule CRM?
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