Automate Contact Form 7 with Capsule CRM integration

If you want to integrate Capsule CRM with Contact Form 7 to keep your WordPress site running on autopilot, Bit Integrations—the powerful No-Code automation and integrations plugin—will help you to connect Capsule CRM with Contact Form 7 and send data smoothly to save you time and resources.

What is Bit Integrations?

Bit Integrations is a WordPress automation plugin that connects your WordPress site with 240+ apps and platforms, allowing you to automate workflows without coding. With this automation plugin, you can easily transfer data between tools like CRMs, email marketing platforms, and spreadsheets, streamlining repetitive tasks to save time and increase productivity.

How to Integrate Contact Form 7 with Capsule CRM Using Bit Integrations(Step for Integrations) :

Step 1: Install & Create Integration

To install Bit Integrations on WordPress, go to your dashboard, click Plugins > Add New, search for “Bit Integrations”, install, and activate it.

Then navigate to the Bit Integrations dashboard and click “Create Integration” to set up a new connection.

Note: Try the Bit Integrations pro version on towp.io to easily integrate Capsule CRM with Contact Form 7. Just install and activate the trigger then configure the trigger, action, and map fields, and finally, send data to Capsule CRM using Contact Form 7.

Step 2: Choose Your Trigger Integration

Choose Contact Form 7 as the Trigger in Bit Integrations, this is the option that starts the automation. Select the specific event to start the process. Proceed to the next step.

Step 3: Choose Your Action Integration

Select Capsule CRM as the Action, this is where the automation will take place. And then authorize Bit Integrations to connect with Capsule CRM. Once connected, you’re ready to proceed.

Step 4: Map Up Your Fields

Match the information from Contact Form 7 to the fields in Capsule CRM. For example, map the “Name” field in Contact Form 7 to the “Name” field in Capsule CRM. Make sure everything is mapped correctly to prevent errors in Capsule CRM integration with Contact Form 7.

Step 5: Test Your Integration

Start the automation to ensure it works correctly. Then, check Capsule CRM to confirm the information was received as expected.If the test works as expected, Your Contact Form 7 Capsule CRM automation is now live!

Troubleshooting Tips :

If Bit Integrations isn’t sending data after setup, try these quick fixes:

Check Trigger & Action: Confirm the right events are chosen and happening in Connect Contact Form 7 to Contact Form 7.

Verify Field Mapping: Ensure each field is correct in Contact Form 7 with Capsule CRM. Check Reauthorize, Update Plugins, Run a New Test & Clear Caches then Send data to Capsule CRM using Contact Form 7.

Need More Help?

You’ve successfully connected Contact Form 7 and Capsule CRM with Bit Integrations, Encounter any issues please follow the Documentation on the Bit Integrations website or connect with support.

Integrating Contact Form 7 with Capsule CRM | Step-by-Step Tutorial | Bit Integrations

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