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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

vepaar

vepaar

Vepaar app contains all the tools you need to create your business page, efficiently communicate with your business contacts, manage your sales pipeline, build an e-commerce store, and run polls.

veloit ai

veloit ai

Veloit AI is a no-code ML API that helps you run predictions on historical data. Now integrate artificial intelligence in your applications without code.

vbout

vbout

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

variance

variance

Variance hooks into your customer data and makes it easy to access growth signals across product, marketing, and sales.

valispace

valispace

Valispace is a platform for engineering collaboration. Ensuring a single source-of-truth for engineering design, Valispace helps engineers build complex systems more efficiently in a browser-based platform designed for the engineers of today and tomorrow.

v-unite

v-unite

V-Unite is an interactive, self-service, virtual event and experience platform.

uxsniff

uxsniff

UXsniff is a Web analytics tool with heatmaps, session recordings, site audits & user feedback for understanding behavior & enhancing performance.

uteach

uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

vista suite

vista suite

Vista Suite is a Business Management Cloud ERP Software

visma severa

visma severa

Visma Severa is a modern and visual professional services automation (PSA) tool that brings together CRM, work hour entries, projects and invoicing.

visage

visage

For content marketers who need to create a lot of visual content, Visage is a design tool that makes on-brand content creation simple. Unlike working with slow and expensive vendors, Visage makes beautiful content creation easy.

virtually

virtually

Virtually is the easiest way to automate the backend for your live training program on Zoom. Schedule live sessions, send reminders, and track attendance from one place.

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.

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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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