Capsule CRM + Formstack Forms Integration

Connect Capsule CRM to Formstack Forms in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Formstack Forms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Formstack Forms + Capsule CRM Integration

Create Capsule CRM person for new Formstack Forms response

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

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

Create Capsule CRM task for new Formstack Forms response

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 Formstack Forms responses 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 Formstack Forms response received today - your customers will thank you for it!
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Formstack Forms + Capsule CRM Integration

Create Capsule CRM opportunity for new Formstack Forms response

Integrating your Capsule CRM with your Formstack Forms, can help you automatically create new opportunitys based on responses 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 Formstack 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.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Formstack Forms Automations from
Integrately Community

Most popularmost-popular-automations
01
Formstack Forms logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Formstack Forms response
02
Formstack Forms logo
Square logo
Create Square customer from new Formstack Forms response
03
Formstack Forms logo
OneDrive logo
Create OneDrive folder from new Formstack Forms response
04
Formstack Forms logo
Freshdesk logo
Create Freshdesk ticket for new Formstack Forms response
05
Formstack Forms logo
Freshservice logo
Create Freshservice ticket for new Formstack Forms response
cloud
Formstack Forms
app integration
06
Formstack Forms logo
Google Calendar logo
Create Google Calendar event for new Formstack Forms response
07
Formstack Forms logo
Clinked logo
Create Clinked file for new Formstack Forms response
08
Formstack Forms logo
Clinked logo
Create Clinked event for new Formstack Forms response
09
Formstack Forms logo
Zoho Connect logo
Create Zoho Connect event for new Formstack Forms response
10
Formstack Forms logo
Zoho Recruit logo
Create Zoho Recruit event for new Formstack Forms response
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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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

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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.
Formstack Forms
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If you're tired of filling out the same old boring forms, Formstack is the answer. With dozens of form templates to choose from, you can collect data your way..