Capsule CRM Integration

Use the power of Formstack to quickly update your Capsule CRM account with new leads, customers, and other contacts.

Power your marketing and sales workflows

Use Formstack’s optimized lead generation forms to convert customers, create new opportunities for your sales pipeline, and save time for your team.
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Create Forms

Easily build contact forms, newsletter signups, and registrations with our intuitive builder.

Collect Data

Auto-create new cases and establish opportunities for your sales and marketing teams with the data you collect.

Automate Workflows

Reduce time spent getting leads into your CRM platform.

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To learn more about this integration, please visit this help article.

Power your marketing and sales workflows

Improve your sales process by using Formstack Documents to automatically generate all of your sales documents, including contracts, proposals, invoices, and more.
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Generate Documents

Automatically generate quotes for new opportunities added to Capsule CRM.

Automate Workflows

Eliminate manual data entry from your workflows by automatically populating documents with data.

Deliver Anywhere

Get documents to clients and your team faster with streamlined delivery options.

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The Capsule integration is simple to set up. Check out this help article to learn more. 


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