Gravity Forms Capsule CRM Addon

The Gravity Forms Capsule CRM Addon connects WordPress forms to Capsule CRM. When a form is submitted, it creates or updates contacts and can create tasks in Capsule. It is an official Gravity Forms integration included with Pro, Elite, and Nonprofit licenses.

Key Features

• Create and update contacts – Each form submission adds a new contact in Capsule or updates an existing one with the latest information.
• Map form fields – You can send form data to the matching Capsule contact fields.
• Add notes via merge tags – The About field lets you add notes using static text or merge tags from the submission.
• Link to cases or opportunities – New contacts can be linked automatically to a case or opportunity in Capsule.
• Create tasks automatically – Form submissions can become actionable tasks that are assigned, categorised, and ready for follow-up.
• Set task due dates – You can set a task due date based on a number of days from the submission.
• Assign task category and owner – Each task can be given a category such as Call, Email, or Meeting, and an owner.
• Control with conditional logic – Gravity Forms conditional logic lets you decide when contacts or tasks are created in Capsule.

Who Is It For

This add-on is for small businesses and teams that use Gravity Forms on WordPress and want a simple CRM to manage leads, follow-ups, and customer interactions. It suits consultants, agencies, and freelancers who prefer to keep contact and task creation automatic from form submissions.