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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

maestra

maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

macorva

macorva

Macorva is a customer survey tool that allows you to easily collect and analyze customer, brand, employee, and product experiences.

emailplatform

emailplatform

MarketingPlatform is a SaaS for marketing automation, designing campaigns, retrieving leads and powerful segmentation for targeted messages.

leadquizzes3

leadquizzes3

LeadQuizzes 3 allows you to build interactive content to generate leads, collect data and personalize your marketing.

Oryx Cloud

Oryx Cloud

AI-Powered Lead Management Software that automates tracking, scoring, and engaging leads to improve conversion of leads to business to grow your revenue.

luxafor

luxafor

Luxafor Flag, Luxafor Orb and Luxafor Bluetooth - productivity tools that make it easy to stay focused on tasks at hand.Connect, customize and automate.

lumeer

lumeer

Lumeer gives you a super easy visual project management so that all the team members are on the same page and the communication is streamlined like never before.

Mini Course Generator

Mini Course Generator

Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.

merrenio

merrenio

MerrenIO is a service that helps users to conduct customer experience surveys through WhatsApp.

Menu Tiger

Menu Tiger

MENU TIGER makes it easy for your customers to order and pay. Customize and edit your QR code menu to get higher returns. Start reinventing your customers’ digital menu experience now!

memomeister

memomeister

MemoMeister is an easy-to-use application that helps you document projects by facts from anywhere. Documents like images, videos, plans or forms are stored as memos (including description, metadata and comments) securely and structured in one place: the digital project file.

memegenlink

memegenlink

The free and open source API to generate memes.

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.

We'll help you get started

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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