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Contact Form 7 – Capsule CRM – Integration

Description

Contact Form 7 – Capsule CRM Integration allows you to send your contact form entries to your capsule crm account as party or opportunity or case.
You can connect the party, opportunity and case with each other.

Features:
– Easily map your Contact Form 7 fields to your capsule CRM party or opportunity
or case
– Easily Send your Contact Form 7 fields to Capsule CRM
– Create/Update Party (Person – Organization)
– Add Owner, Tags and Custom fields to Person/Organization
– Add Person/Organization Social media fields
– Add Address City, Street, State, Country and Zip code to Person/Organization
– Add Phone Number, Email Address and Names to Person/Organization
– Connect Person/Organization to Opportunity and Case
– Add Owner, Tags, Milestone and Custom fields to Opportunity
– Connect Opportunity to Case in the same form
– Logging any errors in an easily readable format without stopping the form
– Integrate it to Unlimited Contact form 7 forms
– Small widget on the side to copy any fields from the form
– Cache Capsule API endpoints in the backend and reset them

Screenshots

  • Go to your account preferences in capsulecrm.com

  • Click on API Authentication Tokens

  • Click on Generate new API token

  • Click on Save new Token

  • Go to Integrations tab in Contact Form 7 and Click on Setup Integration in Capsule Tab

  • Copy the token we generated and paste it here and click Save Changes

  • Go to the form you want to send to Capsule and fill up the fields in Party Tab

  • Fill up the fields in Opportunity Tab

  • Fill up the fields in the Case tab

FAQ

Is there a documentation on how to set up the plugin?

Yes, Documentation

Is there a video on how to set up the plugin?

Yes, Youtube Video

Reviews

Read all 1 review

Contributors & Developers

“Contact Form 7 – Capsule CRM – Integration” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

  • Release of the plugin

1.0.2

  • Fix spam submission going through