Capsule CRM + MachForm Integration

Connect Capsule CRM to MachForm 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
  • MachForm
    Form is submitted in MachForm Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + MachForm Integration

Just click on the workflow you want to automate

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

Create Capsule CRM person for new MachForm form submission

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

Create Capsule CRM task for new MachForm 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 MachForm 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 MachForm form submission received today - your customers will thank you for it!
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MachForm + Capsule CRM Integration

Create Capsule CRM opportunity for new MachForm form submission

Integrating your Capsule CRM with your MachForm, 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 MachForm - 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
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You Can Also Connect Capsule CRM or MachForm 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.
MachForm
MachForm
MachForm is a responsive, browser-based form builder (self-hosted or cloud) with drag‑and‑drop design, conditional logic, multiple field types, electronic signatures, payment collection, reporting, and secure workflows.