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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
xledger
Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.
xconnect
xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.
Woodpecker 2
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!
Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
zkipster
Event management software for the world’s best events. Trusted by global brands and organizations for custom online invitations, guest check-in, and more.
ZillaMetrics Intake Chat
ZillaMetrics Intake Chat is a conversational chatbot and live chat platform that helps law firms generate higher-quality leads, answer common questions, and automate the intake and booking process.
zid
Zid is an e-commerce solution that is designed to empower retailers to start and scale their business using the power of eCommerce by providing them with the following : **E-Store:** **Ecosystem** **Empowerment** **Community**
zeymo
Zeymo helps small and medium manufacturers efficiently run their business.
ZeroBounce
ZeroBounce is an email validation service. By removing bounces and spam traps, we help businesses across the globe reach humans, not bots.
Zeo Route Planner
Zeo Route Planner helps courier drivers optimise their routes and save on time, distance, and fuel.
zenloop
zenloop is a NPS feedback management platform which improves customer retention by using the Net Promoter System® (NPS) framework. zenloop's SaaS platform collects quantitative and qualitative feedback through various channels (link, email, website or each embedded). Our smart label technology analyzes the feedback and automatically identifies all relevant insights and trends.
zenler
Zenler is a super easy platform that lets you start your own branded website. It allows you to make money teaching your own courses online.
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