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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
sendsquared
SendSquared is a simple, design focused email & SMS marketing platform.
SendPoint.io
Sendpoint is a form submission endpoint that makes setting up forms and receiving submissions fast and simple.
sendmode
Sendmode is an SMS messaging application with fast secure delivery. Send alerts and notifications worldwide as SMS via our website, email, or API integration. Receive incoming SMS replies to virtual numbers and shotcodes as trigger events.
sendloop
All-in-one email marketing solution for SaaS, e-commerce, application and small business owners.
sendcrux
Send unlimited marketing, transactional, and OTP emails. Collect visitors from dynamic forms. Connect with Shopify abandoned cart, and other eCommerce SAAS stores.
simplekpi
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
sarbacane
Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.
sansan
Sansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.
sandbox
Sandbox's talent intelligence solutions help you align the right team members to the right projects, initiatives, and jobs in your organization.
salt
SALT is a digital insurance application for independent insurance agents.
salesviewer
SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
salesmaa
Salesmaa: Unlock sales success with personalized emails. Automate workflows, boost efficiency, and supercharge your outreach
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