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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
pathwright
Design step-by-step learning paths for anyone. With Pathwright you can create learning paths that guide students, employees, or anyone in the world to a new level of skill.
PassKit Membership
PassKit Membership lets you manage your membership programs and passes for Apple Wallet and Google Pay
passcreator
Create digital Wallet passes using our visual editor. Distribute store cards, coupons, event tickets and membership cards to your customers.
Passage Ticketing
Passage is an online event ticketing platform that helps event organizers sell tickets, merchandise, and concessions both online and at-the-door.
partnerstack
PartnerStack (formerly GrowSumo) is a growth automation platform that helps your company automatically manage and reward partners for promoting your business. Fully equip your partners for marketing, referral, and sales success with custom referral links and company pages. Engage partners through automated email campaigns and challenges, and then track partner performance with detailed analytics. Use the centralized dashboard to support all of your partner channels, including reseller, marketing, and referral partner programs. You can even ensure global compliance by funnelling all rewards through PartnerStack.
participate
Participate is a team collaboration app that combines your favorite parts of social media and online learning in Communities of Practice (CoPs) that inspire professional learning, connection and growth.
parseprompt
ParsePrompt allows you to extract and summarize audio files, Youtube videos, PDFs, and web-pages at scale with AI.
pardot
Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
parcelparcel
ParcelParcel is an online logistics shipping platform where people can ship worldwide.
paperless
Paperless lets you create, sign, and manage intelligent documents on a single platform. For more productivity and a better experience for everyone involved.
panobi
Panobi helps product managers and marketers understand their customer, execute on the right things, and drive results for the business.
PagePixels Screenshots
PagePixels provides free, immediate screenshots, scheduled screenshots, and multi-step screenshots (complete forms, login to websites, etc).
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
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