Integrate WS Form with Capsule CRM

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

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Create a new person in Capsule CRM when a form is submitted through WS Form

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Capsule CRM using the form responses obtained from WS Form.

How it works
  1. The flow triggers when a form entry is submitted in WS Form.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through WS Form

WS Form + Capsule CRM

Build your own integrations between WS Form and Capsule CRM

Connect WS Form and Capsule CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate WS Form and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Form submission status changed

Triggers when the status of a submitted form entry is changed

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity 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 WS Form?

WS Forms is a form builder WordPress plugin that can help you create professional, dynamic, mobile-friendly, and accessible forms.

Forms New WordPress Plugins

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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