Capsule CRM + Jotform

Create Capsule CRM contacts from new Jotform submissions

Effortlessly keep your contact list up-to-date with this Jotform-Capsule CRM workflow. Whenever you receive a new submission in Jotform, this automation will create a contact in Capsule CRM, ensuring your database always stays current. Forget about manual data entry and enjoy a more organized, efficient way to handle your contacts.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It

- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write

- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Similar apps

Related Zap Templates

Add notes to Capsule CRM entities for new Jotform submissions

Related Zap Templates

Add notes to Capsule CRM entities for new Jotform submissions

Capsule CRM + Jotform

Create Capsule CRM contacts from new Jotform submissions

New Submission

Assign Form

Invitation Message

Assignee Permission

Create Submission

New or Updated Project

New or Updated Contact

Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

Find Contact

Find or Create Project

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Signed Document

Assign Prefilled Form

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Activity Type

Create Opportunity

Description

Expected Close Date

Actual Close Date

Currency

Duration Basis

Owner

Track

Tags

Create Task