Capsule CRM Integration: The Best CRM Platform

Capsule CRM Integration: Capsule CRM stands out because of its easy setup, user-friendly interface, customization options, integration capabilities, and affordability.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Capsule CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Capsule CRM.

Capsule CRM Integration Tutorials

Authorization of Capsule CRM Integration

First you have to select the Capsule CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Capsule CRM from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up Capsule CRM integration with Bit Integrations, you’ll need Capsule CRM API URL and API Key. Follow these steps to get them.

To get your Capsule CRM API URL, follow these steps:

• Go to your Capsule CRM account.
• In the top right corner, click on the profile icon.
• Then click on the “Account Settings“.
• Select “Account and Plan” from the menu.
• The site address will be displayed in the “Site Address” field.
• Copy the “Site Address“.
• Go back to the integration page and paste your “API URL“.

To get your Capsule CRM API Key, follow these steps:

• Click on “CapsuleCRM API Token”.
• Click on “Generate First API token“.
• Give the token a description.
• Check the boxes next to “Create, update, and delete information from your Capsule account” and “Update user preference“.
• Click on “Generate Token“.
• Your API Key will be displayed. Copy it.
• Go back to the integration page and paste your API Key.

Once you have successfully entered your Capsule CRM API URL and API key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an Action from the drop-down option. For example “Create Person“

In the Capsule CRM integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Capsule CRM. The “First Name” field is the default field in Capsule CRM, so you will need to map your form’s “First Name” field to this field in Capsule CRM.

Utilities

Available Utilities in Capsule CRM Integration for Create Person

• Add Owner: The Add Owner integration allows you to specify a specific user to be the owner of a record. This can be useful for ensuring that a particular person is responsible for a specific record, such as a lead or customer account.
• Add Team: The Add Team integration allows you to specify a team of users to be the owners of a record. This can be useful for ensuring that a group of people are responsible for a specific record, such as a project or campaign.

Available Utilities in Capsule CRM Integration for Create Organization

• Add Owner: The Add Owner integration allows you to specify a specific user to be the owner of a record. This can be useful for ensuring that a particular person is responsible for a specific record, such as a lead or customer account.
• Add Team: The Add Team integration allows you to specify a team of users to be the owners of a record. This can be useful for ensuring that a group of people are responsible for a specific record, such as a project or campaign.

Available Utilities in Capsule CRM Integration for Create Opportunity

• Add Owner: The Add Owner integration allows you to specify a specific user to be the owner of a record. This can be useful for ensuring that a particular person is responsible for a specific record, such as a lead or customer account.
• Add Team: The Add Team integration allows you to specify a team of users to be the owners of a record. This can be useful for ensuring that a group of people are responsible for a specific record, such as a project or campaign.
• Add Currency: The Add Currency integration allows you to specify a currency for a record. This is useful for managing financial data, ensuring that the correct currency is associated with transactions or budgets.

Available Utilities in Capsule CRM Integration for Create Project

• Add Owner: The Add Owner integration allows you to specify a specific user to be the owner of a record. This can be useful for ensuring that a particular person is responsible for a specific record, such as a lead or customer account.
• Add Team: The Add Team integration allows you to specify a team of users to be the owners of a record. This can be useful for ensuring that a group of people are responsible for a specific record, such as a project or campaign.
• Add Opportunity: The Add Opportunity integration allows you to create and track new opportunities within your CRM. This is useful for managing potential sales, deals, or projects, ensuring that each opportunity is properly monitored and followed up on.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Capsule CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Capsule CRM Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Capsule CRM Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with Capsule CRM

Bit Form integration with Capsule CRM using Bit Integrations. When a Bit Form is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Elementor Form with Capsule CRM

Elementor Form integration with Capsule CRM using Bit Integrations. When an Elementor Form is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Gravity Forms with Capsule CRM

Gravity Forms integration with Capsule CRM using Bit Integrations. When a Gravity Forms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

WPForms with Capsule CRM

WPForms integration with Capsule CRM using Bit Integrations. When a WPForms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Contact Form 7 with Capsule CRM

Contact Form 7 integration with Capsule CRM using Bit Integrations. When a Contact Form 7 is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Ninja Forms with Capsule CRM

Ninja Forms integration with Capsule CRM using Bit Integrations. When a Ninja Forms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Forminator Forms with Capsule CRM

Forminator Forms integration with Capsule CRM using Bit Integrations. When a Forminator Forms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Formidable Forms with Capsule CRM

Formidable Forms integration with Capsule CRM using Bit Integrations. When a Formidable Forms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.

Fluent Forms with Capsule CRM

Fluent Forms integration with Capsule CRM using Bit Integrations. When a Fluent Forms is submitted, a new organization, person, opportunity, or project will be created in Capsule CRM.