Capsule CRM + Fluent Forms Integration

Connect Capsule CRM to Fluent Forms in 1 click

Integrate For Free

Sign Up With Google

Free forever.

Use premium features free for 14 days.

1.

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Form is submitted in Fluent Forms Instant

2.

Trusted by experts at...

Ready Workflows for Capsule CRM + Fluent Forms Integration

Just click on the workflow you want to automate

Most popular automations

Create Capsule CRM person for new Fluent Forms form submission

When someone completes your Fluent Forms, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Fluent Forms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Fluent Forms - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.

See more

Create Capsule CRM task for new Fluent Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new Fluent Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new Fluent Forms form submission received today - your customers will thank you for it!

See more

Create Capsule CRM opportunity for new Fluent Forms form submission

Integrating your Capsule CRM with your Fluent Forms, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Fluent Forms - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

See more

Create Capsule CRM organisation for new Fluent Forms form submission

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Check any condition > Create opportunity in Capsule CRM

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Check any condition > Create person in Capsule CRM

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Create organisation in Capsule CRM > Create opportunity in Capsule CRM

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Create person in Capsule CRM > Create opportunity in Capsule CRM

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Create person in Capsule CRM > Create task in Capsule CRM

Fluent Forms + Capsule CRM Integration

When Form is submitted in Fluent Forms > Search person in Capsule CRM > Check condition > (If found) > Create opportunity in Capsule CRM > (Else) > Create person in Capsule CRM > Create opportunity in Capsule CRM

Fluent Forms + Capsule CRM Integration

1of1

Our team

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Small Business Owners

Sales Teams

Marketing Agencies

Real Estate Agents

Event Planners

Small Business Owners

Small business owners often struggle with managing their customer relationships efficiently. They need an easy way to capture leads from forms on their site and seamlessly integrate them into their CRM for follow-up and conversion tracking.

Sales Teams

Sales teams frequently deal with data silos, making it difficult to quickly access new leads. They need a streamlined process to move data from lead capture forms to their CRM, ensuring timely follow-ups and maximizing their conversion rates.

Marketing Agencies

Marketing agencies handle multiple campaigns at once and often get overwhelmed with manually transferring lead data from forms to client CRMs. They need a reliable way to automate this process so they can focus on strategy rather than data entry.

Real Estate Agents

Real estate agents rely on timely lead follow-up to close deals. They need a way to automatically update their CRM with contact information from web forms, so no potential client slips through the cracks.

Event Planners

Event planners manage multiple attendee registrations and often lose track of potential clients. They need to automate the participant data transfer from registration forms to their CRM to keep everyone organized.

Try This Integration – No Code Needed

What Can You Automate With Capsule CRM + Fluent Forms

Automatically Add New Form Submissions to CapsuleCRM

Whenever someone fills out a form in FluentForms, automatically create a new contact in CapsuleCRM. This saves you time and ensures every lead is captured right away in your CRM system.

Tag Leads Based on Their Form Responses

Set up FluentForms to tag contacts in CapsuleCRM based on their form answers. This helps you segment your leads quickly, allowing for more personalized follow-up strategies.

Create Follow-Up Tasks for New Contacts

Turn every new submission in FluentForms into a task in CapsuleCRM. This ensures you or your team can promptly follow up with leads, improving your engagement efforts.

Generate Contact Notes from Form Details

Sync detailed notes from FluentForms responses to CapsuleCRM. This keeps your CRM records rich with information, aiding in context-filled future interactions.

Assign New Leads to Specific Team Members

When a new contact is added from a FluentForm entry, automatically assign it to the right team member in CapsuleCRM. This streamlines your workflow and ensures efficient lead management.

And much more...

Start Automating In Minutes

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Capsule CRM person for new Elementor Forms form submission

Create Capsule CRM opportunity for new Elementor Forms form submission

Create Capsule CRM person from new Shopify customer

Create Capsule CRM person for new WPForms form submission

Create Capsule CRM person for new Wave customer

Create Capsule CRM person for new Elementor Forms form submission

Create Capsule CRM opportunity for new Elementor Forms form submission

Create Capsule CRM person from new Shopify customer

Create Capsule CRM person for new WPForms form submission

Create Capsule CRM person for new Wave customer

Create Capsule CRM person for new Bit Form response

Send Phaxio fax for new Capsule CRM opportunity

Create Capsule CRM person for new GroovePages response

Create Capsule CRM person for new HappyForms form submission

Create Capsule CRM person for new Elite Funnels form submission

Create Capsule CRM person for new Bit Form response

Send Phaxio fax for new Capsule CRM opportunity

Create Capsule CRM person for new GroovePages response

Create Capsule CRM person for new HappyForms form submission

Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Fluent Forms Automations from
Integrately Community

Most popular

01

Create WooCommerce order for new Fluent Forms form submission

02

Create Google Calendar event for new Fluent Forms form submission

03

Create WooCommerce customer from new Fluent Forms form submission

04

Create WooCommerce product from new Fluent Forms form submission

05

Create Google Drive folder from new Fluent Forms form submission

cloud

app integration

06

Create Google Drive file for new Fluent Forms form submission

07

Update Google Calendar event from new Fluent Forms form submission

08

Create MemberPress member from new Fluent Forms form submission

09

Create Quickbooks Online order for new Fluent Forms form submission

10

Create Trello card for new Fluent Forms form submission

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Capsule CRM + Fluent Forms Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

P

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Capsule CRM + Fluent Forms Now

In Just 1 Click!

leader

most-implementable

easiest-to-do-business

best-support

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Fluent Forms With 1400+ Other Apps

Capsule CRM

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Similar Apps

Fluent Forms

Fluent Forms is the top-of-the-line WordPress form builder plugin that allows you to create stunning forms and powerful surveys in a matter of minutes – it's like magic!

See Fluent Forms Integrations

Similar Apps

Elementor Forms

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

footer signup

footer signup

Copyright © 2025 CompanyHub. All rights reservedPrivacy Policy Terms Of Use