Gravity Forms – Capsule CRM Addon GPL v1.8.0 – Effortless Lead & Contact Automation
₹219.00
- Capsule CRM Integration: Connects Gravity Forms to Capsule CRM for automated contact and task creation.
- Real-Time Data Sync: Instantly sends form submissions to Capsule CRM as contacts, tasks, or opportunities.
- Custom Field Mapping: Maps form fields to Capsule CRM fields, including custom fields, for precise data transfer.
- Automated Task & Opportunity Creation: Creates tasks or sales opportunities in Capsule CRM based on form submissions.
- Conditional Logic Support: Triggers CRM actions only when specific form conditions are met.
- Secure API Connection: Ensures safe, privacy-compliant data transfers via Capsule CRM’s API.
Description
- Seamless Capsule CRM Integration:
The Gravity Forms Capsule CRM Addon GPL v1.8.0 empowers businesses and marketing teams to streamline lead capture and customer management by seamlessly connecting Gravity Forms with Capsule CRM, a user-friendly online CRM solution. This addon automates the transfer of form submissions into Capsule CRM, creating or updating contacts, tasks, or sales opportunities with a simple API setup, no coding required. Ideal for small businesses, sales teams, and marketers, it saves time and enhances customer relationships by eliminating manual data entry. - Real-Time Data Sync for Instant Updates:
Instantly sync Gravity Forms submissions to Capsule CRM, creating or updating contacts, tasks, or opportunities in real-time. Whether capturing leads, inquiries, or feedback, this feature ensures your CRM stays current, enabling rapid follow-ups and streamlined workflows. Perfect for fast-paced sales or support processes. Keep your Capsule CRM data fresh with immediate, automated transfers! - Custom Field Mapping for Precision:
Map Gravity Forms fields to Capsule CRM fields, including custom fields like lead source or company details, for accurate and tailored data transfer. Use merge tags to sync form inputs such as names, emails, or preferences, ensuring rich, actionable CRM records. Configure mappings easily in the Gravity Forms feed settings. Deliver precise, organized data to Capsule CRM with ease! - Automated Task & Opportunity Creation for Efficiency:
Automatically create tasks or sales opportunities in Capsule CRM based on form submissions, enabling seamless follow-ups or deal tracking. For example, a lead form can generate a task for a sales rep or create an opportunity in a specific pipeline. Set up actions in the feed configuration effortlessly. - Conditional Logic for Targeted Actions:
Leverage Gravity Forms’ conditional logic to trigger Capsule CRM actions only when specific conditions are met, such as adding a contact for users selecting “Interested” or submitting a high-value lead. This ensures your CRM is populated with relevant data, reducing clutter. Configure conditions in the feed settings for precise control. Optimize your workflows with smart, conditional automation! - Secure API Connection for Trust:
Protect form data with secure, privacy-compliant transfers to Capsule CRM via API, aligning with standards like GDPR. The addon safely handles sensitive information, such as contact details or notes, ensuring trust and compliance. Transparent data management supports reliable workflows. - Ideal for Businesses and Marketing Teams:
This addon is perfect for small businesses, sales teams, and marketers aiming to streamline lead capture and customer management. Use it for contact forms, lead generation, or client onboarding with seamless Capsule CRM integration. Its versatility supports eCommerce, consultancies, or service providers looking to enhance relationships. Automate CRM tasks and drive growth.
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