Gravity Forms Capsule CRM Add-On

The Gravity Forms Capsule CRM Add-On is the official extension that connects Gravity Forms forms with Capsule CRM, a customer relationship management platform known for its intuitive interface and powerful feature set. It is designed for agencies, consultants, service businesses, and B2B teams that receive leads from WordPress and need marketing and sales to work with the same data, without copying and pasting information between systems.

With this add-on, each form submission is automatically synced with Capsule CRM. You can create new contacts or update existing ones directly from your form responses, mapping form fields to CRM fields to ensure all relevant information is transferred accurately. This allows you to maintain an always-up-to-date and segmented customer database, ready for targeted email campaigns and personalized conversations.

In addition to contact management, the add-on allows you to automatically create tasks when a form is submitted. You can define the category, status, description, due dates, and assign the task to a specific owner within Capsule. If the form also creates a contact, you can assign the task directly to that person, streamlining lead and opportunity follow-up.

The conditional logic built into Gravity Forms gives you full control over when and how actions are executed. For example, you can assign tasks to different owners based on how the form was completed, or decide which contacts are created or updated based on specific responses. You can also create multiple feeds per form and combine actions for creating people and tasks in the same feed.

Setup is simple: install the add-on, connect your Capsule account using a personal access token, and configure feeds from the form editor. Field mapping includes support for merge tags, allowing you to dynamically insert form information into task descriptions and details. If the contact already exists in Capsule, you can choose to replace existing data or add the new information.

This add-on eliminates manual data transfer tasks between WordPress and Capsule CRM, reducing errors and ensuring that every lead captured on your website immediately reaches your sales pipeline. It is the official and reliable solution for teams seeking a seamless integration between their forms and their CRM.