The Gravity Forms Capsule CRM 1.7.0 Add-On facilitates seamless integration between Gravity Forms and Capsule CRM, a user-friendly online customer relationship management platform. This integration enables the automatic generation or updating of contacts and task creation within Capsule CRM, streamlining data management and workflow processes.
Key features of the add-on include:
- Effortless integration with Capsule CRM for seamless data exchange
- Automated contact management for efficient organization of customer information
- Intuitive dashboard and extensive support resources within Capsule CRM
- Effective data segmentation and tracking capabilities for personalized interactions
- Field mapping functionality to ensure all relevant form data is accurately transferred to Capsule CRM
- Task automation options with customizable categories, statuses, descriptions, and due dates
- Enhanced workflow efficiency through task creation associated with contacts
- Utilization of Gravity Forms conditional logic for data control and personalized task assignment