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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

Xray Workflow

Xray Workflow

This is a software agnostic workflow application. Create your home screen for workflows today!

xola

xola

Xola is a powerful booking system built for tour and activity operators. Easily book customers and accept payments for online, phone, in-person, or reseller reservations. Ignite your growth with Xola's cart abandonment recovery, automated guest communication, gifts, and more.

xobin

xobin

Xobin is a skill evaluation and testing platform to build winning teams. Xobin has the largest collection white collar Job Assessments including Coding Tests, Skill Tests and Psychometric Tests

xledger

xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

xconnect

xconnect

xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.

Woodpecker 2

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

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

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

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

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

Zeymo helps small and medium manufacturers efficiently run their business.

ZeroBounce

ZeroBounce

ZeroBounce is an email validation service. By removing bounces and spam traps, we help businesses across the globe reach humans, not bots.

Actions and Triggers

When this happensTriggers

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.

Request a new trigger

Do thisActions

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

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!

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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.

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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

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