Overview

By utilizing the Advanced Form Integration plugin, you can seamlessly link QuForms with Capsule CRM. Once a user submits a form on your website, the plugin will transmit the relevant data to your Capsule CRM account.

Sample Contact Forms

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 QuForms 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.

  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 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 QuForms in the Form Provider dropdown. The QuForms plugin must be installed and activated otherwise you won’t see it list

QuForms – Trigger setup

Action

Select Capsule CRM in the Platform dropdown.

Capsule CRM PRO
Capsule CRM – Action

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.

Capsule CRM – Map fields

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]

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