IntegrationsFilloutCapsule CRM
Fillout + Capsule CRM

Connect Fillout and Capsule CRM to Build Intelligent Automations

Choose a Trigger

Fillout

When this happens...

Choose an Action

Capsule CRM

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a form receives a new submission.

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new Trigger for Fillout

Do thisActions

Action is the task that follows automatically within your Fillout integrations.

Get Form Responses

Get Form Responses

Get all response data provided by users.

Search Response

Search Response

Returns a single Responses by its ID

Delete Response

Delete Response

Deletes a submission by its ID

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

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Frequently Asked Questions

How do I start an integration between Fillout and Capsule CRM?

To start, connect both your Fillout and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fillout triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Fillout is recorded in Capsule CRM?

Absolutely. You can customize how Fillout data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fillout and Capsule CRM?

The data sync between Fillout and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fillout to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fillout and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Fillout and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Fillout

About Fillout

Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.

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Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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