Connect Capsule CRM and bundeling to Build Intelligent Automations

Choose a Trigger

Capsule CRM

When this happens...

Choose an Action

bundeling

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Enable Integrations or automations with these events of Capsule CRM and bundeling

Enable Integrations or automations with these events of Capsule CRM and bundeling

Triggers

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

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Actions

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

Add Note to Entity

Add Note to Entity

Adds a Note to an Entity.

Create Opportunity

Create Opportunity

Creates a new Opportunity.

Create a project

Create a project

Create a new Project

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Frequently Asked Questions

How do I start an integration between Capsule CRM and bundeling?

To start, connect both your Capsule CRM and bundeling accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in bundeling (or vice versa).

Can we customize how data from Capsule CRM is recorded in bundeling?

Absolutely. You can customize how Capsule CRM data is recorded in bundeling. This includes choosing which data fields go into which fields of bundeling, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Capsule CRM and bundeling?

The data sync between Capsule CRM and bundeling typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Capsule CRM to bundeling?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Capsule CRM and bundeling?

Yes, you can set conditional logic to control the flow of data between Capsule CRM and bundeling. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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bundeling

About bundeling

The central communication hub for your organization

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