Capsule CRM
Connect your Gravity Forms submissions to Capsule CRM to automatically create or update contacts and generate tasks.
What it does
Manually copying form data into your CRM takes time and leads to mistakes. This add-on sends submission data straight to Capsule CRM so contacts and tasks are created or updated the moment someone fills out your form.
You map your form fields to Capsule contact fields, write task descriptions using merge tags from the submission, and set due dates based on days after submission. Conditional logic lets you control exactly which submissions trigger actions in Capsule.
It suits consultants, freelancers, and small agencies who use Capsule to track leads and follow-ups and want that process to run without manual effort.
Key features
- Create new Capsule contacts or update existing ones from each form submission
- Map form fields directly to Capsule contact fields
- Add notes to contacts using static text or form merge tags
- Link new contacts to a Capsule case or opportunity automatically
- Create tasks with a description, category (Call, Email, Meeting, etc.), owner, and due date
- Control when contacts or tasks are created using Gravity Forms conditional logic
Good for
Written from Gravity Forms’s own listing. Version and dates come straight from the source and are checked weekly.
Which Gravity Forms licenses include this add-on?
The Capsule CRM Add-On is included with Pro, Elite, and Nonprofit licenses.
Can it update an existing contact instead of creating a duplicate?
Yes, the add-on creates a new contact or updates an existing one with the latest information from the submission.
Can I control which submissions are sent to Capsule?
Yes, Gravity Forms conditional logic lets you decide when contacts or tasks are created, so only relevant submissions trigger actions.
What task details can I set from a form submission?
You can set the task description, category, owner, and a due date based on a number of days from the submission date.