Are you searching for a seamless solution to enhance your customer relationship management and streamline your lead management process? Look no further than the QuillForms Capsule CRM addon. QuillForms is a user-friendly form builder plugin for WordPress that simplifies the creation of custom forms. With the Capsule CRM addon, you can effortlessly integrate QuillForms with Capsule CRM, a powerful customer relationship management tool designed to help businesses effectively manage their contacts, sales opportunities, and tasks. By combining the simplicity of QuillForms with the comprehensive features of Capsule CRM, you can capture form submissions, automate lead management, and nurture customer relationships. In this guide, we’ll walk you through the process of setting up the QuillForms Capsule CRM addon and show you how to leverage this integration to enhance your customer management strategy. Say goodbye to manual data entry and hello to a streamlined and organized approach with QuillForms and Capsule CRM. Let’s dive in and unlock the full potential of your customer relationships and business growth.
How to setup
1. Go to the form you want to connect with Capsule CRM and click Integrations Tab.
2. Click the “Connect” button.
3. For the first time, you need to connect your Capsule CRM account with Quill Forms.
- Go to Your Capsule CRM account dashboard.
- Click on your profile picture.
- Click on My Preferences.
- Click on “API Authentication Tokens”.
- Click on the “Generate New API Token” button.
- Choose the following scopes:
- Read information from your Capsule account.
- Create, update, and delete information from your Capsule account.
- Update user preferences.
- Click on the “Generate Token” button.
- Copy the API Access Token and paste it into the instructions screen.
- Click the “Add” button.
4. Select the action, and Map Capsule CRM fields.
5. Enable “Conditional Logic” if you like to run this connection under certain conditions only.
6. Click the “Save” button.
7. Now you’re all set! All your new form submissions will be processed with this connection. You can also run this connection manually for already submitted entries by clicking the “Run Connection” Button! You can also add additional connections with different Capsule CRM accounts, settings, or conditional logic.
The QuillForms Capsule CRM addon is a game-changer for streamlining customer relationship management and optimizing lead management. By seamlessly integrating QuillForms with Capsule CRM, you can automate lead capture, nurture leads, and effectively manage your customer relationships. Say goodbye to manual data entry and hello to a streamlined and efficient approach to customer management. With the QuillForms Capsule CRM addon, you can focus on building strong customer relationships, closing deals, and driving business growth. Take control of your customer management process today and experience the power of this seamless integration. Start maximizing your customer relationships and watch your business thrive with QuillForms and Capsule CRM.