Capsule CRM

Author: Nasir Ahmed 31 views

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 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 you need to select and map the necessary form fields that you want to send to Capsule CRM.

Owner & Team

Available Owner & Team names will be auto-populated in this drop-downs. Select the desired one.

Entities

Entities have five checkboxes Organization, Person, Opportunity, Case and Task. Check one or several from this chekboxes which you want to add and click on Get Fields button. Selected entities fields will appere.

You will find Capsule CRM (Organization, Person, Opportunity, Case and Task) fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using pro version you will have custom and Tag fields. You can map this fields as you want.

Save Integration

Finally, click the Save Integration button and you are done. Now you can start testing.
 

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.

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