Integrate WPForms with Capsule CRM
Send information between WPForms 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 WPForms
Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in WPForms.
How it works
- The flow triggers when a new form entry is made in WPForms.
- 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 WPForms
WPForms + Capsule CRM
Build your own integrations between WPForms and Capsule CRM
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Supported triggers and actions
Integrate WPForms and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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 WPForms?
WP Forms is a drag and drop WordPress form builder that’s easy and powerful. It provides you with numerous customizable form templates for subscription forms, payment forms, and more.
What is Capsule CRM?
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