Rocket Genius Gravity Forms Capsule CRM Addon 1.8.0
Wordpress Plugins GravityForms 4.8 (4.6K reviews)
This addon comes from Rocketgenius, the same team that builds Gravity Forms. It links your WordPress forms to Capsule, a CRM designed for small teams and solo operators. When someone submits any form on your site, the addon pushes that submission straight into Capsule. No export files, no copy-pasting, no re-typing details. You decide how the data is handled based on the form itself. Because the addon lives inside Gravity Forms, every form you have already built can be connected. You are not limited to newly created forms. The core purpose is to close the gap between your website and your CRM. Every form submission becomes a CRM record the moment it happens. That means a simple contact form creates a new person in Capsule automatically. For people already using both tools separately, this is the connection that ties them together. It runs alongside your existing form setup without changing how your forms look or behave.
The addon performs three main actions: create contacts, update contacts, and create tasks. A new inquiry through a contact form can trigger a new contact record. If the same person submits again, the addon updates their existing entry instead of creating a duplicate. Task creation adds a follow-up to Capsule, complete with a due date and notes pulled directly from the form submission. You control which form fields map to which Capsule records, so data lands in the right place. This works with standard and multi-page forms. You are not limited to one action per submission. A combined action lets you create a contact and schedule a task at the same time. That way a new lead gets a follow-up without any extra steps. Field mapping is handled inside the Gravity Forms builder, so you see the connection as you set it up. All of this happens automatically at submission time, removing manual work between your website and your CRM.
Conditional logic is central to how the addon behaves. You are not stuck firing the same CRM action for every submission. You set conditions based on how someone answered specific questions. Only create a task when a user selects 'urgent' in a dropdown, for instance. Or update a contact only when the email matches an existing record. This suits forms that serve very different audiences. A single form can route new inquiries to contact creation while flagging existing customers for follow-up tasks instead. Conditional rules apply independently to each action, so one field can drive contact creation in one case and task assignment in another. People who have built forms with Gravity Forms already understand this system. There is no new logic to learn. You set these rules in the same form builder you already use, without writing any code. That keeps the learning curve low while giving you precise control over what happens after someone hits submit.
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What you receive is the exact .zip file from the original author, Rocketgenius. This is the same installable addon package for a self-hosted WordPress site running Gravity Forms. The file is scanned and confirmed free of viruses before delivery. Setup follows the same pattern as other Gravity Forms addons: install, activate, and connect to Capsule. From that point on, the data flow between your forms and your CRM happens on its own. The addon simply reads submission data and routes it where you direct. It does not replace or alter the forms themselves. Every form you already have remains untouched. For anyone using Gravity Forms and Capsule separately, this addon is the missing link. It keeps your records current, saves manual data entry, and lets your existing forms feed directly into your CRM. That is the whole purpose: a reliable connection between the forms on your site and the CRM you use to manage relationships.
- Last updated
- August 10, 2026
- Delivery
- Digital
- Availability
- In stock
- Version
- 1.8.0
- Category
- Wordpress Plugins
- Item type
- plugin
Rocket Genius Gravity Forms Capsule CRM Addon is listed in Wordpress Plugins as a plugin. The supplied description, preview, version, price, and recorded product details are collected here for review.
Usage rights depend on the license selected at checkout. Review the complete terms before using this item for client work, redistribution, SaaS, or more than one end product.