Capsule CRM

Capsule CRM

Create integrations between Capsule CRM and your favorite App

Create effective Capsule CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Capsule CRM

Capsule CRM

Capsule CRM

Dropboard

Dropboard

Dropboard is a comprehensive platform designed to streamline project management and enhance team collaboration. It offers a suite of tools that facilitate task management, communication, and document sharing, making it an ideal solution for teams looking to improve productivity and efficiency.

Fullenrich

Fullenrich

Fullenrich is a comprehensive platform designed to enhance and streamline business processes, focusing on improving efficiency and productivity across various sectors. It offers tools and solutions that cater to the needs of businesses looking to optimize their operations and achieve better results.

HireTalents

HireTalents

HireTalents is a comprehensive platform designed to streamline the recruitment process, connecting employers with top talent efficiently. It offers tools for job posting, candidate management, and interview scheduling, making it an essential resource for HR professionals and recruiters.

Capri

Capri

Capri is a cutting-edge AI platform designed to revolutionize the way businesses leverage artificial intelligence for enhanced decision-making and operational efficiency. With a focus on providing intuitive AI solutions, Capri empowers organizations to harness the power of machine learning and data analytics to drive innovation and growth.

Zoho Webinar

Zoho Webinar

Zoho Webinar is a comprehensive platform designed to facilitate seamless online webinars and virtual events. It offers a range of features including live streaming, audience interaction tools, and analytics to help businesses and educators engage with their audience effectively.

Bigmailer

Bigmailer

Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.

WooCommerce with Jetpack AI

WooCommerce with Jetpack AI

WooCommerce with Jetpack AI is a powerful eCommerce platform that integrates AI capabilities to enhance online store management and customer experience. It offers a seamless way to manage products, track sales, and optimize marketing strategies using AI-driven insights.

Salesforce Commerce Cloud

Salesforce Commerce Cloud

Salesforce Commerce Cloud is a leading eCommerce platform that empowers businesses to deliver seamless and personalized shopping experiences across all channels. It provides a comprehensive suite of tools for managing online stores, optimizing customer engagement, and driving sales growth.

Growthbook

Growthbook

GrowthBook is a feature flagging and A/B testing platform designed to help teams make data-driven decisions. It allows users to easily manage feature rollouts, conduct experiments, and analyze results to optimize product development and user experience.

NeetoDesk

NeetoDesk

NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.

Parallel

Parallel

Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.

DocuSeal

DocuSeal

DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.

Actions and Triggers

When this happensTriggers

Capsule CRM

New or Updated Contact

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

Capsule CRM

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Capsule CRM

New or Updated Project

Triggers when a given action is performed on a Project.

Capsule CRM

New or Updated Task

Triggers when a given action is performed on a Task.

Capsule CRM

New or Updated Users

Triggers when a given action is performed on a user.

Do thisActions

Capsule CRM

Create Contact

Creates a new Person or Organisation.

Capsule CRM

Update Opportunity

Update an existing opportunity

Capsule CRM

List Tasks

Get a list of all tasks

Capsule CRM

Add Note to Entity

Adds a Note to an Entity.

Capsule CRM

Create Opportunity

Creates a new Opportunity.

Capsule CRM

Create a project

Create a new Project

Real-World Use Cases of Capsule CRM Integrations

See how Capsule CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate capsule-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and capsule-crm databases.
  • Integrate capsule-crm with MySQL to automatically sync records, facilitating seamless data exchange between capsule-crm and your SQL databases.

We'll help you get started

Our team is all set to help you!

get started messageget started message

Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.

Learn More
viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

Learn More