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Ninja Forms – Capsule CRM

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Save time to focus on sales with direct, flawless integration with your Capsule CRM account.

Connecting your WordPress website to your CRM account shouldn’t be a time sink for your team, but it too often can be. Take that pain away with effortless integration between WordPress and your CRM with Ninja Forms’ official Capsule CRM addon!

  • Are you over having to maintain a custom integration that takes time away from focusing on sales?
  • Less than impressed with your current solution for pulling data into your account from WordPress?
  • Still transferring data manually between your website and your CRM account?

The Capsule CRM extension for Ninja Forms will take that extra workload away, giving you that time back to focus on what’s important: building stronger customer relationships and making sales!

Link Your WordPress Forms Directly to Your Capsule CRM Account

With this extension your WordPress forms will be able to send customer submitted data directly into your account, creating the modules your sales team needs to build the relationships you want. Supported modules are:

  • People
  • Organization
  • Opportunity
  • Notes
  • Tasks

Your newly created person will automatically be linked with the Organization, Opportunity, Task, and Note. Custom Fields and Tags you create in Capsule are also available for use!

Mapping Form Fields into Capsule Couldn’t be Easier… or More Thorough

Sending data through to your CRM account couldn’t be simpler… just set up a form, open your CRM action, and map each form field to a Capsule field. That’s literally all there is to it!

Capsule offers fine grain detail for every Opportunity, Note, and Task. Each of these modules contain extra levels of detail, and they’re just a mouse click away from being mapped to a form field as well. Easily collect either static data you set, or dynamic data entered by your users for each!

Custom Capsule fields? No Problem.

Capsule is designed to allow you to collect information relevant to your requirements via custom fields. Any of your Ninja Forms form fields can be mapped directly to any of the custom fields you’ve spun up inside your CRM account. People, Organization, and Opportunities modules custom fields are all fully supported and only a couple mouse clicks away from being set up inside your form builder.

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