Ninja Forms Capsule CRM GPL Extension Overview:
Boost conversions from WordPress to Capsule with forms tailor-made to your audience. Link form fields to Capsule fields from a wide range of modules. Custom fields too!
Connecting your WordPress website to your CRM account shouldn’t be a time sink for your team, but it too often can be. Take that pain away with effortless integration between WordPress and your CRM with Ninja Forms’ official Capsule CRM addon!
- Are you over having to maintain a custom integration that takes time away from focusing on sales?
- Less than impressed with your current solution for pulling data into your account from WordPress?
- Still transferring data manually between your website and your CRM account?
The Capsule CRM extension for Ninja Forms will take that extra workload away, giving you that time back to focus on what’s important: building stronger customer relationships and making sales!
Ninja Forms Capsule CRM GPL Features:
Link Your WordPress Forms Directly to Your Capsule CRM Account
With this extension your WordPress forms will be able to send customer-submitted data directly into your account, creating the modules your sales team needs to build the relationships you want. Supported modules are:
- People
- Organization
- Opportunity
- Notes
- Tasks
Your newly created person will automatically be linked with the Organization, Opportunity, Task, and Note. Custom Fields and Tags you create in Capsule are also available for use!
Mapping Form Fields into Capsule Couldn’t be Easier… or More Thorough
Sending data through to your CRM account couldn’t be simpler… just set up a form, open your CRM action, and map each form field to a Capsule field. That’s literally all there is to it!
Capsule offers fine-grain detail for every Opportunity, Note, and Task. Each of these modules contains extra levels of detail, and they’re just a mouse click away from being mapped to a form field as well. Easily collect either static data you set or dynamic data entered by your users for each!
Custom Capsule fields? No Problem.
The capsule is designed to allow you to collect information relevant to your requirements via custom fields. Any of your Ninja Forms form fields can be mapped directly to any of the custom fields you’ve spun up inside your CRM account.
Reviews
Clear filtersThere are no reviews yet.