How to Send Everest Forms Submissions to Capsule CRM

Capsule CRM is a CRM that helps you manage contacts and track interactions. Every Everest Forms submission should flow into Capsule CRM automatically. This guide shows how to set that up in five minutes.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Capsule CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Capsule CRM to AFI

Capsule CRM uses OAuth 2.0 for authentication. In AFI → Settings → Capsule CRM, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to Capsule CRM.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Capsule CRM as the destination

Choose Capsule CRM from the platform dropdown and pick Add Person. This creates a person in Capsule CRM.

4. Map fields

Match each Capsule CRM field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check Capsule CRM to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Capsule CRM with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Capsule CRM in minutes.