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Capsule

Capsule CRM Integration

Use the power of Formstack to quickly update your Capsule CRM account with new leads, customers, and other contacts.

Capsule CRM Integration

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Integration Overview

Capsule is a CRM system that helps marketers track and manage the people and companies they do business with. Using Zapier, you can quickly send data from Formstack Forms to Capsule and automatically create new contacts, cases, and opportunities. Convert more customers, create new opportunities for your sales pipeline, and save time for your team.

Partner Overview

Capsule was launched in 2009 following the founders'​ frustration with existing CRM services that were either overly simplistic or far too complex for most businesses. They believe the value of a modern CRM lies in the ability to help businesses stay organized, know more about their customers, build strong relationships, and make the most of sales opportunities, all while minimizing user input. Capsule was built to deliver on these values and is now used by thousands of businesses of all sizes worldwide.

Use the integration to:

  • Create contact forms, newsletter signups, and registrations with the help of an intuitive builder
  • Auto-create new cases and establish opportunities for your sales and marketing teams
  • Reduce time spent getting leads into your CRM platform

What You Need

  1. Formstack Forms account
  2. Capsule account
  3. Zapier account

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How It Works

  1. Quickly create a Formstack form using our easy-to-use, drag-and-drop form builder.
  2. Log in to Zapier,select Formstack as your trigger Zap, and connect it to your Capsule account. This is where you can determine the action you’d like the Zap to take within Capsule after a form is submitted. 
  3. Map form fields to the relevant fields in Capsule.  You’ll be able to start sending form data to Capsule CRM in a matter of minutes.

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Find Out More

To learn more about this integration, please visit this help article.

Capsule Integration

Request a Demo

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

The Capsule integration is simple to set up. Check out this help article to learn more. 

Request a Demo

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

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