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Capsule CRM Integration: The Best Way to Automate Your WordPress Workflow

Capsule CRM Integration: Simple yet powerful CRM. Join over 10,000 global businesses and discover an easier way to manage contacts, sales and grow lasting relationships.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Capsule CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Capsule CRM.

Capsule CRM Integration Tutorials

Available Actions

  • Create Organization: Create a new organization in your Capsule account.
  • Create Person: Create a new person in your Capsule account.
  • Create Opportunity: Track a potential sale from the early stages of initial inquiry all the way through to when your customer signs on to buy your product or service.
  • Create Project: Create a new project, which can be used to track the progress of a specific piece of work.

Authorization of Capsule CRM Integration

First you have to select the Capsule CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Capsule CRM from the action page.

capsule CRM search

Integration Name/Title: Here give the meaningful integration title as per your requirement.

capsule CRM integration name

To get your Capsule CRM API URL, follow these steps:

  • Go to your Capsule CRM account.
  • In the top right corner, click on the profile icon.
  • Then click on the “Account Settings“.
  • Select “Account and Plan” from the menu.
  • The site address will be displayed in the “Site Address” field.
  • Copy the “Site Address“.
  • Go back to the integration page and paste your “API URL“.
capsule CRM account
capsule CRM account and plan
capsule CRM API URL
capsule CRM URL

To get your Capsule CRM API Key, follow these steps:

  • Click on “CapsuleCRM API Token”.
  • Click on “Generate First API token“.
  • Give the token a description.
  • Check the boxes next to “Create, update, and delete information from your Capsule account” and “Update user preference“.
  • Click on “Generate Token“.
  • Your API Key will be displayed. Copy it.
  • Go back to the integration page and paste your API Key.
capsule CRM API token

capsule CRM generate api key
capsule CRM generate token
capsule CRM api token copy
capsule CRM API KEY

After you’ve entered your API URL and API Key successfully, click on the “Authorize” button to proceed. Once your account authorization is successful, you can then proceed by clicking “Next“.

authorize and next

Select Action: Select an Action from the drop-down option.

capsule CRM select an action

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Capsule CRM. The “First Name” field is the default field in Capsule CRM, so you will need to map your form’s “First Name” field to this field in Capsule CRM.

capsule CRM map fields

Actions

Add Owner: The Add Owner integration allows you to specify a specific user to be the owner of a record. This can be useful for ensuring that a particular person is responsible for a specific record, such as a lead or customer account.

Add Team: The Add Team integration allows you to specify a team of users to be the owners of a record. This can be useful for ensuring that a group of people are responsible for a specific record, such as a project or campaign.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Capsule CRM. For additional details, we recommend consulting our documentation regarding conditional logic.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

capsule CRM finish and save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

capsule CRM timeline success

Use Case

Contact Form 7 with Capsule CRM

Enhance your CRM management by integrating Contact Form 7 with Capsule CRM. Capture valuable leads and seamlessly transfer them into your Capsule CRM database. Utilize Contact Form 7 to automatically populate Capsule CRM with essential information, streamlining your lead management and customer relationships. Explore this integration to optimize your CRM processes and improve communication for better productivity.

Everest Forms with Capsule CRM

Optimize your CRM strategy by integrating Everest Forms with Capsule CRM. Seamlessly capture lead information and effortlessly transfer it into your Capsule CRM database. Utilize Everest Forms to streamline the process of populating Capsule CRM with crucial data, enhancing your lead management and customer relationships. Explore this integration to refine your CRM processes and improve communication for enhanced productivity.

FormCraft with Capsule CRM

Enhance your CRM management with the integration of FormCraft and Capsule CRM. Effortlessly capture leads and seamlessly transfer them into your Capsule CRM database. Utilize FormCraft to streamline the process of populating Capsule CRM with essential information, optimizing your lead management and customer relationships. Explore this integration to refine your CRM processes and improve communication for better productivity.

PAFE Form with Capsule CRM

Elevate your CRM strategy by integrating PAFE Form with Capsule CRM. Seamlessly capture lead information and effortlessly transfer it into your Capsule CRM database. Utilize PAFE Form to streamline the process of populating Capsule CRM with crucial data, enhancing your lead management and customer relationships. Explore this integration to optimize your CRM processes and improve communication for enhanced productivity.

Forminator Forms with Capsule CRM

Optimize your CRM workflow with the integration of Forminator Forms and Capsule CRM. Effortlessly capture lead information and seamlessly transfer it into your Capsule CRM database. Utilize Forminator Forms to streamline the process of populating Capsule CRM with essential data, enhancing your lead management and customer relationships. Explore this integration to refine your CRM processes and improve communication for better productivity.

Ninja Forms with Capsule CRM

Streamline your CRM processes with the integration of Ninja Forms and Capsule CRM. Seamlessly capture lead information and effortlessly transfer it into your Capsule CRM database. Utilize Ninja Forms to streamline the process of populating Capsule CRM with essential data, enhancing your lead management and customer relationships. Explore this integration to optimize your CRM workflow and improve communication for better productivity.

weForms with Capsule CRM

Optimize your CRM workflow with the integration of weForms and Capsule CRM. Seamlessly capture lead information and effortlessly transfer it into your Capsule CRM database. Utilize weForms to streamline the process of populating Capsule CRM with essential data, enhancing your lead management and customer relationships. Explore this integration to refine your CRM processes and improve communication for better productivity.

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