Capsule CRM
Overview
Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the Capsule CRM. When a visitor fills a form on your website, the plugin will automatically send the data to selected Capsule CRM account and create a Party, Opportunity, Case, Task.
Supported Features
- Create Organization, Person, Opportunity, Case and Task (Basic Fields)
- Create Organization, Person, Opportunity, Case and Task with Custom Fields and Tags AFI Pro
How To Setup
Authentication
At first, you are required to activate and authorize your Capsule CRM account on the plugin settings page.
Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Capsule CRM and hit the Save Changes button at the bottom.
The Capsule CRM tab will appear at the top, select it. Here you need to save Capsule CRM API Authentication Token. Log in to your Capsule CRM account, then go to My Preferences > API Authentication Tokens > Generate New API Token, copy API Token and hit the Save Changes button.
Create New Integration
When the API Token are saved on the settings page, you can start creating new integration. Click on Add New under the AFI menu. The 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 if multiple integrations are created.
Trigger
Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Action
Select Capsule CRM in the Platform dropdown. In the Pro version of this plugin, you’ll get another option called Capsule CRM [PRO]. The Pro one contains advanced features like sending tags and custom fields. We have kept both for some technical and compatibility reasons. Select Capsule CRM [PRO] if you are using the Pro plugin. Then select Add Party, Opportunity, Case, Task in the Task dropdown.
Map Fields
Now, choose and match the form fields you want to send to Capsule CRM.
Owner & Team
The available Owner and Team names will automatically appear in the dropdown. Choose the one you want.
Entities
There are five checkboxes for different entities: Organization, Person, Opportunity, Case, and Task. You can select one or more of these checkboxes based on what you want to add, then click the Get Fields button. The fields for the selected entities will appear.
On the left side, you’ll see the Capsule CRM fields for the selected entities (Organization, Person, Opportunity, Case, and Task). On the right side, there’s a dropdown that will show the field titles from the form you selected in the trigger area. Map the necessary fields you want. You can skip any fields that aren’t needed. If you’re using the pro version, you’ll also have access to custom fields and tag fields, which you can map as needed.
Save Integration
Troubleshooting
After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.
