Integrate Formsite with Capsule CRM

Send information between Formsite and Capsule CRM automatically, without writing any code, using Zoho Flow.

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Create a new person in Capsule CRM when a form is submitted through Formsite

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Capsule CRM using the form responses obtained from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Formsite

Formsite + Capsule CRM

Build your own integrations between Formsite and Capsule CRM

Connect Formsite and Capsule CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formsite and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

New Organization

Triggers when a new organization is created

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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