Gravity Forms Capsule CRM – Main Features
- Seamless Capsule CRM Integration: Easily connect any form with Capsule’s user-friendly CRM solution.
- Contact Management: Create or update contacts automatically on form submission.
- User-Friendly CRM: Capsule CRM offers an intuitive dashboard and extensive support resources.
- Data Segmentation: Manage, track, and segment contacts in Capsule CRM using the latest form data.
- Field Mapping: Map form fields to ensure all necessary information is transferred to Capsule for personalized interactions.
- Task Automation: Automatically generate tasks in Capsule CRM upon form submission, with options to set categories, statuses, descriptions, due dates, and more.
- Streamlined Workflows: Enhance workflow efficiency by creating tasks associated with contacts.
- Conditional Logic: Control data use with built-in Gravity Forms conditional logic to manage mailing list subscriptions and task creation based on specific form submission criteria.
- and many more.