Supercharge your lead management and streamline your sales pipeline with the Rocket Genius Gravity Forms Capsule CRM Addon. This powerful integration seamlessly connects your Gravity Forms submissions directly to your Capsule CRM account, eliminating manual data entry and ensuring no lead falls through the cracks. Designed for efficiency and ease of use, this addon automates the process of creating contacts, organizations, and deals within Capsule CRM based on your form submissions.
Effortlessly capture vital prospect information through custom Gravity Forms and watch as it’s instantly organized within Capsule CRM. Whether you’re using Gravity Forms for contact forms, order forms, or lead generation surveys, this addon ensures your data is always up-to-date and actionable. Boost productivity, improve customer relationship management, and drive sales growth by leveraging the combined power of Gravity Forms and Capsule CRM.
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Once configured, new Gravity Forms submissions will automatically be sent to your Capsule CRM, creating contacts, organizations, and deals as per your mapping settings.
Version 2.1.3: Introduced enhanced conditional logic for deal creation, allowing users to specify conditions for when a deal should be generated in Capsule CRM. Improved error logging for more transparent troubleshooting. Added support for mapping custom fields within Capsule CRM’s organization entity.
Version 2.1.2: Resolved an issue where certain special characters in form submissions were not being correctly encoded for the Capsule CRM API. Optimized the data validation process to prevent unnecessary API calls. Enhanced the user interface for field mapping with clearer labels and tooltips.
Version 2.1.1: Implemented a new feature to associate Gravity Forms entries with existing Capsule CRM tasks. Added a setting to control whether to create a new organization if one doesn’t exist for a contact. Minor performance enhancements for large form submissions.
Version 2.1.0: Major update introducing support for creating and updating Capsule CRM Opportunities directly from Gravity Forms. Enhanced field mapping capabilities to include custom fields for opportunities and added support for mapping dropdown and radio button values to Capsule CRM picklists. Improved API error handling and reporting.
Version 2.0.5: Fixed a bug that caused duplicate contacts to be created under specific circumstances. Refined the duplicate checking mechanism to be more robust. Updated the plugin to be fully compatible with the latest WordPress security standards.
Version 2.0.4: Enhanced the integration to allow mapping of Gravity Forms files to Capsule CRM’s attachment fields. Added the ability to set custom deal values based on form input. Improved the settings page for easier navigation and configuration.
💬 “This addon has been a game-changer for our lead management. We’re now capturing every lead efficiently and ensuring our sales team has immediate access to their information in Capsule CRM. The setup was surprisingly straightforward!” – Sarah K., Marketing Manager
💬 “No more tedious copy-pasting! The Rocket Genius addon automates our entire lead-to-CRM process, saving us hours each week. The custom field mapping is incredibly flexible and handles all our unique data points perfectly.” – David L., Sales Director
💬 “We use Gravity Forms for everything from contact requests to event registrations, and this addon seamlessly integrates all that data into Capsule CRM. It’s made our customer follow-up so much more organized and effective.” – Emily R., Operations Lead
💬 “The ability to automatically create deals and assign tasks based on form submissions has significantly sped up our sales pipeline. We’re closing deals faster than ever before. Highly recommended!” – Michael B., Business Development
💬 “Finally, a robust solution that bridges the gap between Gravity Forms and Capsule CRM. The developers have clearly put a lot of thought into making this integration powerful and user-friendly.” – Jessica T., Web Administrator
Q: Does this addon require a separate Capsule CRM account?
A: Yes, this addon requires an active Capsule CRM account. It acts as a bridge to connect your Gravity Forms submissions to your existing Capsule CRM instance.Q: Can I map custom fields from Gravity Forms to Capsule CRM?
A: Absolutely! The addon offers robust custom field mapping, allowing you to connect any custom field in your Gravity Forms to its corresponding field in Capsule CRM, including custom fields for contacts, organizations, and deals.Q: How do I handle duplicate submissions?
A: The addon includes intelligent duplicate checking features. It can prevent the creation of duplicate contacts or organizations in Capsule CRM based on criteria you define, such as email address or company name.Q: What kind of support is available if I encounter issues?
A: We provide dedicated support for the Rocket Genius Gravity Forms Capsule CRM Addon. You can reach out to our support team via the provided channels for assistance with installation, configuration, or any technical issues.Q: Can I use this addon with multiple Gravity Forms?
A: Yes, the addon is designed to work with all your Gravity Forms. You can configure separate mappings and integration settings for each form you use for lead generation or data capture.Q: Is my data secure when using this integration?
A: Data security is a top priority. The addon uses secure API connections provided by Capsule CRM and follows best practices to ensure your data is transmitted safely and protected.
Unlock the full potential of your lead generation efforts by seamlessly integrating Gravity Forms with Capsule CRM. The Rocket Genius Gravity Forms Capsule CRM Addon is your ultimate solution for automating data entry, enhancing lead management, and accelerating your sales process. With effortless setup and powerful customization options, you can ensure every lead captured through your forms is instantly organized and ready for action in your CRM.
Stop wasting valuable time on manual data transfer and start focusing on what truly matters: closing deals. This addon provides unparalleled efficiency by automatically creating contacts, organizations, and even deals within Capsule CRM based on your form submissions. Its robust field mapping capabilities guarantee data accuracy, while features like conditional logic and duplicate prevention keep your CRM clean and organized. Choose the smartest way to manage your leads and watch your business grow.
Don’t let another valuable lead slip through the cracks. Invest in the Rocket Genius Gravity Forms Capsule CRM Addon today and experience a more streamlined, productive, and profitable workflow. This is more than just an integration; it’s a strategic advantage that empowers your sales and marketing teams with the real-time data they need to succeed. Get started now and transform your website’s lead capture into a powerful growth engine!