Ninja Forms Capsule CRM 3.4.4

Ninja Forms Capsule CRM

Using Gravity Forms, you can easily integrate any form with the user-friendly CRM solution offered by Capsule. Add-On for the Capsule CRM. Make changes to existing connections or initiate brand-new duties whenever a form is submitted.

Simple Yet Powerful

Capsule is an excellent option for anyone searching for CRM software that is easy to use because it provides a large number of features, an interface that is very simple to navigate, and a comprehensive set of support materials. Capsule CRM will give your company the boost it needs!

Create and Update Contacts

Using the Gravity Forms Capsule CRM Add-On, you will be able to automatically submit new form data straight to your Capsule dashboard. From there, you will be able to manage, monitor, and divide your contacts into different groups.

Whenever you submit a form, either new contacts are added to your Capsule CRM or the information for any existing contacts is brought up to speed with the most recent additions. In addition, you can map form sections to make sure that all of the information you require is transmitted to Capsule. This gives you the ability to send tailored emails and have personalised conversations.

Create Tasks

When a contact is established in Capsule, an associated task should be automatically generated in Capsule, and that task should be associated with the contact. Your workflows can be readily streamlined by virtue of the fact that you can determine the category and status of each assignment, add a description, establish due dates, and a great deal more.

Conditional Logic

You will have unprecedented control over the way in which data is used thanks to the conditional reasoning that is directly integrated into Gravity Forms. You can choose which users will be subscribed to your mailing list and which won’t, or you can choose to only create assignments if specific information is provided in form submissions. This will ensure that your CRM is organised and full of high-quality leads.