Creating a Feed for the Capsule CRM Add-On

• Summary
• Create a Feed
• Feed Settings Screen
• Creating a New Person
• Creating a New Task
• Conditional Logic

Summary

Before the Capsule CRM Add-On can be used with Gravity Forms, you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, person and task data being sent to Capsule CRM.

Create a Feed

To create a feed to Capsule CRM using the Capsule CRM Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

1. Click on Forms in the left side menu.
2. Select the form that you want to use with Capsule CRM.
3. Once within your desired form, hover over Settings and click on Capsule CRM.
4. Click Add New to create a new feed. You will be presented with the Capsule CRM feed settings screen.

Feed Settings Screen

The following fields are available within the settings screen. Refer to the settings screenshots below.

Setting	Description
Feed Name	A name to identify this feed. It is only used for identification and will not be shown anywhere other than your feed listing. Required
Action	Choose either Create New Person or Create New Task. This will define the action that is performed when the feed is triggered by your form.

Creating a New Person

When Create New Person is chosen as the Action, the Person Details will display.

Setting	Description
Map Fields	Fields accepted by Capsule CRM are listed on the left, with form field dropdowns to the right. Use the dropdowns to select the fields within your form that will be used for the corresponding values. Additional fields may also be used when using the left side dropdown.
About	Enter static text as well as merge tags. To review and insert available merge tags, click the button to the right of the field.
Update Person if already exists	Select this checkbox if you would like to update the person if it already exists in Capsule CRM. If selected, an additional dropdown will appear allowing you to either replace existing information or append any new data. If not selected, an existing client will simply be discarded.
Assign To	Allows you to assign the person to a new case and/or opportunity. These individual checkboxes will present more details upon selection. Both support static values as well as merge tags.

Creating a New Task

When Create New Task is chosen as the Action, the Task Details will display.

Setting	Description
Description	Define the description of the task. This field supports both static values, as well as merge tags to dynamically insert field values.
Detail	Provide additional details regarding the task. This field also supports merge tags.
Days Until Due	Determines the due date of new tasks submitted. This field requires a numerical value and will set a due date this many days in the future.
Status	Use the dropdown to set the Status. Options are Open and Completed.
Category	Use the dropdown to set the Category. Options are Call, Email, Follow-up, Meeting, Milestone, and Send.
Owner	Use the dropdown to select the Owner.
Assign Task	Allows you to assign the new task to the newly created contact when used with the Create New Person action.

Conditional Logic

Setting	Description
Conditional Logic	If unchecked, every successful form submission will be sent to Capsule CRM. If you wish to set specific conditions for sending form data to Capsule CRM, then check the “Enable” box and fill out your required criteria.

Click the Update Settings button to save your options.