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Capsule CRM Integration

  • Updated

To integrate your landing page with your Capsule CRM account, follow these instructions:

Before starting the integration process, first build your landing page and create your landing page form.
Now you will need to integrate this form (located on your Pagewiz landing page) with your Capsule CRM account so that leads captured on your landing page are automatically sent to your Capsule CRM contact list.

The integration process has two parts: Generating an Capsule CRM web form and integrating your landing page with Capsule CRM.

Part 1: Generating a Capsule CRM Web Form

  1. Log in to your Capsule CRM account.
  2. Click on the settings icon located on the top right of the page, then click ‘Integrations’ ->’Website Contact Form -> Configure’.



  3. Design an identical form to the form you created in Pagewiz. Add or remove form fields until this form has the same fields as your landing page form has. Once you are done click on ‘Generate new Key’ and copy the form’s code into a txt file (notepad) for easy access and go back to your Pagewiz account.



Part 2: Integrating the Landing Page with Capsule CRM

  1. Go to ‘Settings’ of your landing page.
  2. Choose ‘Integrations’ from the left menu.
  3. Click ‘Settings’ beside ‘Webhook: Get Leads Directly to Your CRM’.
  4. You can see four tabs: Basic Settings, Default Fields, Form Fields, Custom Fields.
  5. Under the ‘Basic Settings’ tab check the “Active” check-box to enable lead forwarding from Pagewiz to your CRM and enter the URL found inside the Capsule CRM form code.



    It should like something like this:

    capsule1.png

  6. Uncheck all the fields on the 'Default Fields' tab.
  7. On the ‘Form Fields’ tab, you have an automatically extracted list from your landing page’s form. Now you need to take the corresponding names on these fields as shown in the Capsule CRM form code.


    It should look like this:

    capsule2.png

  8. On the ‘Custom Fields’ tab, insert the custom values from the Capsule CRM webform code. Insert the values for all ‘type=”hidden” elements, as shown:


    It should look like this:

    capsule3.png

  9. Save the settings and your integration with Capsule CRM should be active.

Test the integration by submitting test data on your landing page. Note that sometimes it takes 5 to 10 minutes for the data to get imported into Capsule CRM.