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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
zipboard
zipBoard is a web-based visual feedback and bug tracking tool that helps developers, testers and project managers collaborate during product development.
zinrelo
Zinrelo is a modern-day loyalty rewards platform that helps maximize repeat sales and per-customer revenue through 360-degree customer engagement.
Zinc
Automated referencing and background checking
ziggeo
Ziggeo is an award-winning cloud-based service for in-browser/in-app video recording, playback, transcoding, storage & video management.
zifront
Zifront is a Chatbot and Live Chat software for lead generation and customer success.
Zick Learn
zick learn makes enterprise learning simple, fast and efficient again, delivering text based courses through the main corporate chat clients.
zest
Zest a modern gifting tool designed to help B2B teams send and track gifts.
Zenvia SMS
Zenvia is a communication platform that simplifies the relationship between companies and consumers.
sniply
Sniply is the only link shortener that drives conversion. Convert your followers into users and customers. Embed Call-to-Actions into every page you share. Display your message on Forbes, TechCrunch, Mashable, Fast Company, BuzzFeed, anywhere. For free.
snapsign
SnapSign is an electronic signature tool that allows you to send, sign and manage documents electronically.
Snappy Gifts
Snappy Gifts is the all-in-one gifting platform that combines fun, personal gifting experiences with advanced technology.
snappr
Snappr offers affordable, on-demand professional photography services.
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
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.
- 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.
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
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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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