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How to integrate Everest Forms with Capsule CRM only 2 easy Steps

October 5, 2023
Estimated reading: < 1 minute
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Hey, are you looking for a WordPress automation plugin that integrates Everest Formss with Capsule CRM? Then you are in the right place. In this article, I'm going to show you how to integrate Everest Forms and Capsule CRM using Bit Integrations.

You can automate in 2 minutes without writing a single line of code.


How to install Bit Integrations from the WordPress plugin directory:

First of all, please go to WordPress admin > Plugins > Add new > Search “Bit Integrations” and install it.


How to Connect Everest Forms in Integration flow:

First Step of Integration: Select Everest Forms as a trigger to integrate & follow the below steps.

  1. Go to the Bit Integrations dashboard and click on the “Create Integration” button.
  2. Select “Everest Forms” as a trigger and select “Select a Form/Task Name” from the dropdown.

Note: for more info, please check the Everest Forms doc.


How to Connect Capsule CRM in Automation Flow:

Second Step of Integration: Select Capsule CRM integration as an action & follow the below steps.

  1. Select “Capsule CRM” as an action and authorize Capsule CRM.
  2. Map Everest Forms fields with Capsule CRM fields and save the automation.

It’s so simple and easy, isn’t it? With Bit Integrations you can connect 200+ platforms with WordPress, check the available integrations list here Link. You can create unlimited automation and integration workflow with Bit Integrations. Now, you can automate repetitive  tasks and save time, money, and resources.

Integrating Everest Forms with Capsule CRM | Step-by-Step Tutorial | Bit Integrations


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