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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

survey2connect

survey2connect

Automate survey workflows, collect and analyze feedback, and gain actionable insights by connecting Survey2Connect with other applications.

straight2voicemail

straight2voicemail

Straight2Voicemail is a tool for anyone to place a voicemail on a recipients mobile/cellular phone without it ringing.

Smaily

Smaily

Smaily is an intentionally simple tool made to create and send out beautiful email newsletters. We’ll help you increase the quality and results of your email marketing, while reducing preparation time and resources.

site123

site123

SITE123 is the easiest free website builder that gives you ready-made layouts and styles to build your website fast and without any bugs.

taximail

taximail

Taximail is an email marketing platform that allows you to create professional email marketing campaigns.

tatango

tatango

Tatango offers a complete suit of SMS marketing products, including SMS marketing campaigns to your customers. Find out more at Tatango.com

tars

tars

Tars is a chatbot and conversational landing page builder which helps marketers increase conversion rate in their paid ad campaigns.

tapni

tapni

Discover the future of networking with Tapni. Share your Social media, Business and Contact Information in a smart, contactless, and sustainable way with a Next-generation digital Business Card.

sweven

sweven

SWEVEN allows businesses to seamlessly connect and collaborate with your team. This multi-platform and cloud-based SaaS solution gives you the power to receive, manage, assign, track, and bill for work (or product) orders of any trade. With SWEVEN in your workflow, you can bring together clients, vendors, and field staff in one place.

sweetprocess

sweetprocess

SweetProcess is a process management tool for on-boarding your employees and to document your business procedures, processes and policies.

sweepwidget

sweepwidget

SweepWidget helps you run amazing contests, giveaways & sweepstakes. Quickly gain unlimited new followers on 30+ social media apps.

surveysensum

surveysensum

SurveySensum offers an end to end Customer Experience Platform that measures and improves your CX metrics with CES, NPS, and CSAT surveys. It lets you gather customer feedback at all touchpoints and turn them into actionable insights. After receiving feedback it enables you to prioritize actions to improve products or services and proactively reduce churn and drive growth. Also, its Conversation Analysis platform allows you to discover new trends and insights with real-time text and sentiment analysis on qualitative voice of the customer data from sources like Chat bot conversations, app store reviews, social media etc and save hours of manual data processing with automated feedback tagging.

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.

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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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