The Gravity Forms Capsule CRM Add-On is an official integration that allows you to automatically send WordPress form submissions directly to your Capsule CRM account. It is primarily used to automate lead generation and contact management.
This is EXACTLY the same product as distributed by the developer. Sales Page
Contact Creation & Updates: Automatically create a “Person” in Capsule upon form submission. If the contact already exists (matched by email), the plugin can update the record rather than creating a duplicate.
Task Automation: Create a “Task” in Capsule (e.g., “Follow up with lead”) and associate it with the contact created from the form.
Field Mapping: Map your Gravity Forms fields (Name, Email, Phone, Address, etc.) to the corresponding standard or custom fields in Capsule CRM.
Conditional Logic: Use Gravity Forms’ built-in logic to determine when data should be sent to Capsule (e.g., only send to the CRM if the user checks a “Please contact me” box).
Async Processing: Version 1.7+ supports background (asynchronous) feed processing to prevent slow form submissions from affecting user experience.
| Feature | Details |
| Current Version | 1.8.0 (as of 2026) |
| Developer | Rocketgenius (Official Gravity Forms Add-On) |
| Authentication | Capsule CRM Personal Access Token (API Key) |
| Actions Supported | Create Person, Create Task, Update Person |
| Data Mapping | Standard fields, Custom fields, and Notes (via “About” field) |
| Workflow Support | Compatible with Gravity Flow for step-based CRM actions |
To use this add-on, you must meet the following criteria:
Gravity Forms License: Requires a Pro, Elite, or Nonprofit license. It is not available with the Basic license.
WordPress Version: Typically requires the latest version of WordPress (tested up to 6.7+).
PHP Version: PHP v7.4 or higher is recommended.
Capsule CRM Account: You need an active Capsule account (the “Free” plan is supported).
Install: Download the Capsule CRM Add-On from your Gravity Forms Account page or the “Add-Ons” section within WordPress.
Connect: Navigate to Forms → Settings → Capsule CRM and enter your Personal Access Token from your Capsule account settings.
Configure Feed: In your specific form settings, go to Settings → Capsule CRM and create a “Feed.” This is where you map your form fields to Capsule fields and set your conditional logic.
