How to integrate Contact Form 7 with Capsule CRM Easily

Overview

By utilizing the Advanced Form Integration plugin, you can seamlessly link Contact Form 7 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

• Make sure that the Advanced Form Integration plugin is installed and activated.
• The feature is supported under the free license so no payment is needed. Enjoy!
• Read plugin documentation for Contact Form 7 and Capsule CRM. It is not required but helpful for better understanding.

Set up Capsule CRM API Connection

Before starting, you are required to set up the Capsule CRM API connection in plugin settings.

1. Go to the WordPress admin area, and click AFI > Settings.
2. Turn on Capsule CRM and save. Open the Capsule CRM tab.
3. Go to your Capsule CRM account. Then go to My Preferences > API Authentication Tokens and Generate New API Token.
4. Copy and paste the token in the API Authentication Token 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 Contact Form 7 in the Form Provider dropdown. The Contact Form 7 plugin must be installed and activated otherwise you won’t see it list

Action

Select Capsule CRM in Platform dropdown.

Map Fields

The 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 similar fields in the sender platform. Finally, click the Save Integration button.

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]