Gravity forms | Capsule CRM

About Gravity forms | Capsule CRM

Introduction

Integrating Gravity Forms with Capsule CRM can streamline your lead generation and customer management processes. Gravity Forms, a powerful form builder plugin for WordPress, allows you to create custom forms with ease. Capsule CRM is a popular customer relationship management tool that helps businesses manage their contacts, leads, and sales effectively. By combining these two tools, you can capture leads directly from your website and automatically populate them into your CRM system.

Benefits of Integrating Gravity Forms with Capsule CRM

There are several benefits to integrating Gravity Forms with Capsule CRM:

• Efficient Lead Capture: Gravity Forms enables you to create customized lead capture forms on your website, making it easy for visitors to submit their contact information.
• Automatic Data Entry: When a form is submitted, the data is automatically transferred to Capsule CRM, eliminating the need for manual data entry and reducing the risk of errors.
• Improved Customer Management: By centralizing all lead and customer information in Capsule CRM, you can easily track interactions, set reminders, and segment your contacts for targeted marketing campaigns.
• Time-Saving: Integrating Gravity Forms with Capsule CRM saves you time by automating repetitive tasks, allowing you to focus on nurturing leads and closing sales.

How to Integrate Gravity Forms with Capsule CRM

Integrating Gravity Forms with Capsule CRM is a straightforward process:

1. Install Gravity Forms Plugin: If you haven’t already, install and activate the Gravity Forms plugin on your WordPress site.
2. Set Up Your Form: Create a new form or edit an existing one using the Gravity Forms editor. Add fields for the information you want to collect from your leads.
3. Configure CRM Feed: In the form editor, go to the “Form Settings” tab and click on “Capsule CRM” under the “Add-Ons” section. Follow the prompts to connect your Capsule CRM account and map form fields to Capsule CRM fields.
4. Test Your Integration: Once configured, test your integration by submitting a test entry through your form and verifying that the data appears in Capsule CRM.

Conclusion

Integrating Gravity Forms with Capsule CRM can revolutionize the way you capture, manage, and nurture leads for your business. By automating data entry and centralizing customer information, you can improve your efficiency, marketing efforts, and ultimately, your bottom line. Take advantage of this powerful integration to streamline your processes and focus on what matters most – building strong relationships with your customers.