Overview
By utilizing the Advanced Form Integration plugin, you can seamlessly link Formidable Forms with Capsule CRM. Once a user submits a form on your website, the plugin will transmit the relevant data to your Capsule CRM account.
Supported Features
- Creates party, opportunity, case, and task. Requires the Pro version to add tags and custom fields.
Requirements
- The feature requires a Pro license. BUY NOW!
- Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
- Read plugin documentation for Formidable Forms and Capsule CRM. It is not required but helpful for a better understanding.
Set up Capsule CRM API Connection
Before starting, you are required to set up the Capsule CRM API connection in plugin settings.
- Go to the WordPress admin area, and click AFI > Settings.
- Turn on Capsule CRM and save. Open the Capsule CRM tab.
- Go to your Capsule CRM account. Then go to My Preferences > API Authentication Tokens and Generate New API Token.
- Copy and paste the key in the Private Key input box and click Save Changes.
Create New Integration
Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.
Title
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.
Trigger
Select Formidable Forms in the Form Provider dropdown. The Formidable Forms plugin must be installed and activated otherwise you won’t see it list
Action
Select Capsule CRM in Platform dropdown.
Map Fields
Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.
Conditional Logic
Please check the documentation on Conditional Logic .
Frequently asked questions
Troubleshooting
Still need help?
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