Description
Rocket Genius Gravity Forms Capsule CRM Addon is an incredibly powerful, yet simple, cloud-based customer relationship management (CRM) tool that connects your Gravity Forms online forms with your Capsule CRM account. The integration allows you to easily capture customer data from your forms and store it in Capsule CRM, giving you a comprehensive view of customer interactions and allowing you to track customer activity over time.
With the Gravity Forms Capsule CRM Addon, you can easily create and customize forms for capturing customer data. Once you’ve created the forms, you can then map the fields to your Capsule CRM account, allowing you to store customer data in an organized way. This integration allows you to easily access customer data from your forms in a single place, making it easier to track customer activity and manage customer interactions.
The Rocket Genius Gravity Forms Capsule CRM Addon also allows you to create custom workflows, which can help you keep track of customer interactions and ensure that customer inquiries are responded to in a timely manner. You can also set up automated notifications and emails to let customers know when their inquiries have been addressed. This helps you create a better customer experience and strengthen customer relationships.
The Rocket Genius Gravity Forms Capsule CRM Addon also helps you gain insights from customer data. You can easily view and analyze customer trends, sales patterns, and other information to better understand customer behavior and create more accurate marketing campaigns. This helps you create better customer experiences and drive more sales.
Overall, the Rocket Genius Gravity Forms Capsule CRM Addon is an incredibly powerful tool for managing customer relationships. It allows you to easily capture customer data from your forms and store it in Capsule CRM, giving you a comprehensive view of customer interactions and allowing you to track customer activity over time. It also allows you to create custom workflows and automated notifications, helping you respond to customer inquiries in a timely manner. Finally, the integration also helps you gain insights from customer data, allowing you to create more accurate marketing campaigns and better understand customer behavior.
Main features
- Automatically creates Gravity Forms entries in Capsule CRM.
- Automatically updates existing Capsule CRM contacts when Gravity Forms entries are edited.
- Creates Capsule CRM contacts from Gravity Forms entries.
- Creates Capsule CRM organizations from Gravity Forms entries.
- Includes optional integration with Gravity Forms User Registration Add-on.
- Supports custom Gravity Forms fields.
- Ability to specify which Gravity Forms fields map to which Capsule CRM fields.
- Ability to specify which Gravity Forms field values should be used for contact/organization name.
- Option to add new contacts/organizations to Capsule CRM from Gravity Forms.
- Option to send notifications through Capsule CRM when Gravity Forms entries are created.
Popularity
Unfortunately, there is no publicly available data on the number of times the Rocket Genius Gravity Forms Capsule CRM Addon has been downloaded.
Pricing plan
The pricing for the Rocket Genius Gravity Forms Capsule CRM Add-On varies depending on the type and number of licenses you need.
• Single License: $99
• 5-Pack: $349
• 10-Pack: $599
• 25-Pack: $1,399
• 50-Pack: $2,499
• 100-Pack: $3,999
• Unlimited License: $4,999
How to use it ?
- Download the Rocket Genius Gravity Forms Capsule CRM Addon from the official website.
- Log into your WordPress dashboard and navigate to the ‘Plugins’ section.
- Select ‘Add New’ and upload the plugin file you just downloaded.
- Activate the plugin.
- Log into your Capsule CRM account and create an API key.
- Copy the API key and paste it into the Gravity Forms Capsule CRM settings.
- Create a form in Gravity Forms and add the ‘Capsule CRM’ field.
- Configure the ‘Capsule CRM’ field to send data to your Capsule CRM account.
- Publish or update the form to make it live.
Frequently asked questions
1. What is the Rocket Genius Gravity Forms Capsule CRM Addon?
Answer: The Rocket Genius Gravity Forms Capsule CRM Addon is a plugin that allows Gravity Forms users to easily integrate their form data with the Capsule CRM. It enables customers to quickly and easily convert form submissions into contacts, tasks, and opportunities in Capsule CRM.
2. How do I install the Rocket Genius Gravity Forms Capsule CRM Addon?
Answer: The Rocket Genius Gravity Forms Capsule CRM Addon can be installed from the WordPress repository or from the Rocket Genius website. Once installed, you can configure the plugin settings to integrate Gravity Forms with your Capsule CRM account.
3. What features does the Rocket Genius Gravity Forms Capsule CRM Addon offer?
Answer: The Rocket Genius Gravity Forms Capsule CRM Addon offers features such as automatically creating contacts and tasks from Gravity Forms submissions, ability to assign contacts to a specific user or team in Capsule CRM, ability to add notes to contacts, and ability to map Gravity Forms fields to Capsule CRM fields.
4. How much does the Rocket Genius Gravity Forms Capsule CRM Addon cost?
Answer: The Rocket Genius Gravity Forms Capsule CRM Addon is available in both free and premium versions. The free version is available in the WordPress repository, while the premium version is available on the Rocket Genius website for a one-time fee of $99.
5. Is the Rocket Genius Gravity Forms Capsule CRM Addon easy to use?
Answer: Yes, the Rocket Genius Gravity Forms Capsule CRM Addon is very easy to use. The plugin offers a user-friendly interface and comes with detailed documentation to help users quickly and easily configure the plugin settings to integrate Gravity Forms with their Capsule CRM account.
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