Smart Form Page to Capsule

The Maltix Referral Form Suspects, Leads and Prospects

Maurice Watts

Last Update 8 months ago

Sales Agency Agreement - Maltix Ltd. Must be authorised and signed

Important: CRM will listen for Smart Form Page ( SFP) submissions and automatically create a contact by matching the following SFP fields:


The name field in a SFP is stored as the contact's name in Capsule.If you also want to store the organisation's name, add a 'Text' field labeled Company, Organisation or Organization ( Done)Email, Phone, Web Site and Address fields are stored on the contact in Capsule. (Done)If you want to add a label for your emails or phone numbers for example such as 'work' or 'home' then you can do that my labeling the field in your Wufoo form like this: 'Work Email' or 'Home Phone' etc.( Done)Single Line Text & Date fields are stored as custom fields when the label in Wufoo matches the name of a custom field in Capsule.( Done)All other fields are stored as a note on the contact.

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