Gravity Forms is pleased to announce an update for the Capsule CRM Add-On. Version 1.8 contains a couple of additions and fixes, including support for Gravity Forms 2.9.4…

• AF: Updated process_feed() return value for compatibility with Gravity Forms 2.9.4, so the framework can save the feed status to the entry meta.
• Fixed code placement to be consistent with the WordPress coding standards.

Connect Gravity Forms to Capsule CRM

The Capsule CRM Add-On makes it easy to connect any form built with Gravity Forms on your WordPress site with Capsule, a user-friendly customer relationship management (CRM) platform designed for simplicity and efficiency.

While Capsule prides itself on its intuitive design, it remains a powerful CRM solution. Beyond its integration with Gravity Forms, Capsule connects with a wide range of third-party tools, allowing you to build a fully integrated system for managing relationships, boosting sales, and gaining valuable business insights.

Capsule could be the perfect fit for your business if you’re looking for an efficient way to organize contacts, track sales, and nurture long-term relationships.

How to Integrate Gravity Forms with Capsule CRM

Integrating Capsule with Gravity Forms is quick and straightforward. Start by installing the Capsule Add-On and connecting it to your WordPress site.

Next, choose an existing form or create a new one, ensuring it includes key fields like Name and Email for collecting contact details.

Then, set up a feed that links the form to your Capsule account. During this process, you can specify whether form submissions should create a new person or a new task in the CRM. Additionally, forms can be configured to update existing records within Capsule.

Once everything is in place, new contacts and tasks will be automatically added to Capsule whenever a form entry is submitted, helping you stay organized and responsive without any manual effort.

Check out our guide to using Gravity Forms with Capsule for more information about this add-on and its capabilities.

Capsule CRM Add-On v1.8 Changelog

• AF: Updated process_feed() return value for compatibility with Gravity Forms 2.9.4, so the framework can save the feed status to the entry meta.
• Fixed code placement to be consistent with the WordPress coding standards.