Connect WPForms and Capsule CRM
Integrate WPForms with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List task categories from Capsule CRM when New Form Entry in Wpforms
List milestones in Capsule CRM when New Form Entry in Wpforms
List activity types from Capsule CRM when New Form Entry in Wpforms
List users from Capsule CRM when New Form Entry in Wpforms
List stages from Capsule CRM when New Form Entry in Wpforms
Popular WPForms + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
WPForms
When this happens...
New Form Entry
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
List task categories from Capsule CRM when New Form Entry in Wpforms
Use this flowList milestones in Capsule CRM when New Form Entry in Wpforms
Use this flowList activity types from Capsule CRM when New Form Entry in Wpforms
Use this flowList users from Capsule CRM when New Form Entry in Wpforms
Use this flowList stages from Capsule CRM when New Form Entry in Wpforms
Use this flowCreate Opportunity in Capsule CRM when New Form Entry in Wpforms
Use this flowList pipelines from Capsule CRM when New Form Entry in Wpforms
Use this flowList Parties from Capsule CRM when New Form Entry in Wpforms
Use this flowList track definitions from Capsule CRM when New Form Entry in Wpforms
Use this flowCreate Task in Capsule-crm when New Form Entry in Wpforms
Use this flowSupported Triggers & Actions
Everything you can automate between WPForms and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Entry
Triggers on a new form entry.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your WPForms integrations.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Learn moreAbout 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WPForms and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between WPForms and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where WPForms triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in WPForms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between WPForms and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WPForms and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
