Capsule CRM + HappyForms Integration

Connect Capsule CRM to HappyForms 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
  • HappyForms
    Activity is created in HappyForms Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + HappyForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyForms + Capsule CRM Integration

Create Capsule CRM person for new HappyForms form submission

When someone completes your HappyForms, 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 HappyForms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a HappyForms - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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HappyForms + Capsule CRM Integration

Create Capsule CRM opportunity for new HappyForms form submission

Integrating your Capsule CRM with your HappyForms, 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 HappyForms - 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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HappyForms + Capsule CRM Integration

Create Capsule CRM task for new HappyForms 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 HappyForms 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 HappyForms form submission received today - your customers will thank you for it!
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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 HappyForms Automations from
Integrately Community

Most popularmost-popular-automations
01
HappyForms logo
SendFox logo
Create SendFox contact for new HappyForms form submission
02
HappyForms logo
Moosend logo
Create Moosend contact for new HappyForms form submission
03
HappyForms logo
Gist logo
Create Gist contact for new HappyForms form submission
04
HappyForms logo
Autopilot logo
Create Autopilot contact for new HappyForms form submission
05
HappyForms logo
Campaign Monitor logo
Create Campaign Monitor contact for new HappyForms form submission
cloud
HappyForms
app integration
06
HappyForms logo
Online Live Support logo
Send Online Live Support message for new HappyForms form submission
07
HappyForms logo
MailerSend logo
Send MailerSend message for new HappyForms form submission
08
HappyForms logo
Telnyx logo
Send Telnyx message for new HappyForms form submission
09
HappyForms logo
SMS Idea logo
Send SMS Idea message for new HappyForms form submission
10
HappyForms logo
sms77 logo
Send sms77 message for new HappyForms form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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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 HappyForms With 1400+ Other Apps

Capsule CRM
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.
HappyForms
HappyForms
HappyForms is the ultimate form builder for WordPress that makes it easy to design, build and embed beautiful forms. No coding required. Use our flexible drag-and-drop editor to create any type of form with a variety of fields.