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:
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.
2017.04.13 Add boolean and date capabilities for custom fields Add owner field for Opportunities
2017.03.20 Change Name and Slug constants to match pre-3; enables auto updates
2017.02.24 Add min width for custom field map column
2017.02.24 Change datalist to select for field mapping
2017.01.21 Add upgrade functionality
2017.01.04 Ready for initial testing
2016.04.13 Enhancement: Add Task Owner as a field map option
2015.11.09 Bug Fix: Set Country field map to with correct field map instructions
2014.10.12 New Feature: Add contact details for Organisation module
Tweak: check for \”type\” validity in contact fields before adding
Option to create new contact with task to existing contact request merge
New Feature: Option to check for existing contact
Tweak: Add filter to modify field map options Add esc_html when outputting most recent response from Capsule Change allowed field types for address to include \”Office\” and remove \”Work\” Add esc_html on settings page for raw response to prevent incorrect page formatting
New Feature: Add custom fields for Opportunities Add RawRequestPlus conditional for customizations
Tweak: Change wording to \”Custom (for Person), was \”Custom\” Code cleanup
Tweak: Convert multiple selects in user submission from array to delineated string
New Features: Add tags and notes
Tweaks: move json_encode to process module method in Comm Object
Tweaks: Fix typo in defined Version Number for license extensions
Tag and Release Switch to JSON and classes for communication Add Opportunity and Task modules
Add TAG v1.0.3 and merge properly
Add TAG v1.0.2
- Tweak – Fix error in Extension Updater call function
- Initial release