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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

nandbox

nandbox

Nandbox Messenger is a free messaging app built for personal and professional use. With multiple profiles and versatile messaging options, nandbox Messenger helps you keep your chats organized and private — all in a single app. That's plus interactive channels of unlimited subscribers, you can join or create yourself. You can also have groups of up to 10,000 members. And - at any time - you can recall or edit your wrong-sent messages.

Office 365

Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

My Web Audit

My Web Audit

My Web Audit is an audit and reporting tool to help agencies generate more leads and close more deals.

niledesk

niledesk

NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.

Nifty PM

Nifty PM

Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.

nibo

nibo

Nibo is a simple but powerful financial management app for SMEs. Among other things, it allows the integration of accounting file.

nexuss

nexuss

Nexuss is a platform to help monetize the content you share. Create posts from Youtube, Vimeo, Twitter, Instagram, and more. You can use your own ad accounts, we handle the automation for you.

nextevent

nextevent

NextEvent is an event management platform that lets you sell tickets, create powerful seating plans and provides you a mobile app to validate your visitors tickets.

newtralio

newtralio

Newtral.io is a technology company that helps organizations measure, report, and reduce their carbon emissions.

mtarget

mtarget

We help your business grow bigger and get you closer to customers. Use our platform to build awareness, data acquisition & management, and customer retention. MTARGET has been proven to effectively increase revenue generation.

msaaq

msaaq

MSAAQ is an all-in-one platform to sell your online courses, digital products, and more without any technical expertise.

mpservices

mpservices

Mpservices is a maintenance management platform for tracking work orders, assets, request, and inventory products.

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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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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