Gravity Forms Capsule CRM

Gravity Forms Capsule CRM wordpress plugin allows website owners to integrate their Gravity Forms with Capsule CRM. Capsule CRM is a cloud-based customer relationship management (CRM) tool that helps businesses manage and organize their customer data. With the Gravity Forms Capsule CRM plugin, website owners can easily capture and transfer customer data from their website to Capsule CRM, making it easier to manage customer relationships.

Primary Function

The primary function of the Gravity Forms Capsule CRM plugin is to allow website owners to capture customer data from their website and transfer it to Capsule CRM. This plugin allows website owners to create custom forms using the Gravity Forms plugin and map the form fields to the appropriate fields in Capsule CRM. This means that when a user submits a form on the website, the data is automatically transferred to Capsule CRM, eliminating the need for manual data entry.

Features

The Gravity Forms Capsule CRM plugin comes with a range of features that make it a powerful tool for managing customer data. Some of the key features of this plugin include:

Custom Form Creation

The Gravity Forms Capsule CRM plugin allows website owners to create custom forms using the Gravity Forms plugin. This means that website owners can create forms that are tailored to their specific needs and capture the data that is most important to them.

Data Mapping

The plugin allows website owners to map the form fields to the appropriate fields in Capsule CRM. This means that when a user submits a form on the website, the data is automatically transferred to Capsule CRM and mapped to the appropriate fields.

Conditional Logic

The plugin also comes with conditional logic, which allows website owners to show or hide form fields based on user input. This means that website owners can create forms that are more dynamic and tailored to the specific needs of their users.

Multi-Page Forms

The plugin also allows website owners to create multi-page forms, which can help to improve user experience and increase form completion rates.

Custom Notifications

The Gravity Forms Capsule CRM plugin also comes with custom notification options. This means that website owners can set up custom notifications to be sent to specific individuals or groups when a form is submitted.

Use Cases

The Gravity Forms Capsule CRM plugin is particularly useful for businesses that want to streamline their customer data management process. Here are some examples of situations where the plugin would be particularly useful:

Lead Capture

The plugin can be used to capture leads from a website and transfer them to Capsule CRM. This means that businesses can easily track and manage leads, and follow up with them in a timely manner.

Event Registration

The plugin can also be used for event registration. Businesses can create custom event registration forms using the Gravity Forms plugin and transfer the data to Capsule CRM. This means that businesses can easily manage event attendees and follow up with them after the event.

Customer Feedback

The plugin can also be used to capture customer feedback. Businesses can create custom feedback forms using the Gravity Forms plugin and transfer the data to Capsule CRM. This means that businesses can easily track customer feedback and make improvements based on customer input.

Conclusion

The Gravity Forms Capsule CRM plugin is a powerful tool for businesses that want to streamline their customer data management process. With features like custom form creation, data mapping, conditional logic, multi-page forms, and custom notifications, this plugin makes it easy to capture and transfer customer data from a website to Capsule CRM. Whether you’re looking to capture leads, manage event registration, or track customer feedback, the Gravity Forms Capsule CRM plugin is a great choice for businesses of all sizes.