Cognito Forms
Capsule CRM

Cognito Forms and Capsule CRM Integration

No-code Integration
No-code
Supported Automation Platforms
6automatiomation platforms supported
Cognito Forms Actions
11Cognito Forms Triggers & Actions
Capsule CRM Actions
119Capsule CRM Triggers & Actions

How to connect Cognito Forms and Capsule CRM

Cognito Forms and Capsule CRM integration is available through workflow automation tools – Make.com, Zapier, SyncSpider or 3 more. With the combination of 17 Cognito Forms triggers and 120 Capsule CRM actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Cognito Forms and Capsule CRM Integration

Cognito Forms and Capsule CRM are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Cognito Forms and Capsule CRM integration.

  • Add important tasks to a personal to-do list
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them
  • Gather customer feedback

Workflow Automation Platforms supported by Cognito Forms and Capsule CRM

If you're looking to automate tasks between Cognito Forms and Capsule CRM but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • SyncSpider. SyncSpider is a marketing and automation tool to make complex integrations simple. SyncSpider connects your eCommerce tools, automates sales pipelines, syncs your inventory and more.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Cognito Forms and Capsule CRM Integration Price

If you have decided to use a workflow automation tool to connect Cognito Forms and Capsule CRM, it's important to carefully analyze the cost of integration.

For those seeking pricing information on automation services that support Cognito Forms and Capsule CRM integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Cognito Forms and Capsule CRM

Integrating Cognito Forms and Capsule CRM involves identifying an automation that aligns with your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Cognito Forms with Capsule CRM.

Cognito Forms

When this happens

Select a Trigger

Capsule CRM

Do this

Select an Action

How to setup Cognito Forms and Capsule CRM integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Cognito Forms with Capsule CRM. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Cognito Forms and Capsule CRM on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for Cognito Forms that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Capsule CRM. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between Cognito Forms and Capsule CRM.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Frequently Asked Questions

Does Cognito Forms integrate with Capsule CRM?

You can connect Cognito Forms and Capsule CRM automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, SyncSpider, Pabbly Connect, Microsoft Power Automate or Integrately to link Cognito Forms and Capsule CRM.

Can you Integrate Cognito Forms and Capsule CRM for free?

Yes, you can use the free plan of Make.com, Zapier, SyncSpider, Pabbly Connect or Integrately to connect Cognito Forms to Capsule CRM for free, albeit with some limitations.

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