Capsule CRM – Gravity Forms

Capsule Crm
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Simple Yet Powerful

A great choice for anyone looking for an intuitive CRM software, Capsule offers a wide assortment of features, an extremely user-friendly dashboard, and extensive support resources. Power your business with Capsule CRM!

Create and Update Contacts

With the Gravity Forms Capsule CRM Add-On, you can automatically send new form data directly to your Capsule dashboard where you can manage, track, and segment your contacts.

On form submission, new contacts are created or existing contacts updated in your Capsule CRM with the most recent information. And you can map form fields to ensure all the information you need is transferred to Capsule, enabling you to send targeted emails and have personalized conversations.

Create Tasks

Automatically create a task in Capsule when a form is submitted and associate that task with the contact that is created. You can define the category and status for each task, add a description, set due dates, and much more, easily streamlining your workflows.

Conditional Logic

With conditional logic built directly into Gravity Forms, you can control the use of data like never before. Choose which users will be subscribed to your mailing list and which ones won’t, or only create tasks if certain information is provided in form submissions, ensuring your CRM is organized and packed full of quality leads.

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