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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

logicgate

logicgate

LogicGate is a governance, risk, and compliance (GRC) automation platform that allows organizations to standardize and improve risk and compliance programs.

Lodgify

Lodgify

Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.

localazy

localazy

Localazy is a highly automated localization platform allowing anyone to translate their products and content into multiple languages easily.

lobbytrack

lobbytrack

Lobbytrack visitor management software is used for registering visitors in corporate lobbies, government facilities, hospital visits, and schools.

Load and Go

Load and Go

Load and Go is a delivery system that helps power deliveries and transporters.

LLN Robot

LLN Robot

LLN Robot is a complete testing and support platform for developing Language, Literacy, and Numeracy in the education and VET sectors.

leagueapps

leagueapps

LeagueApps equips sports organizers, coaches, parents, and athletes with the tools they need to make sports happen. Our sports management software takes the headache out of everything from registration to schedule management, giving organizers the freedom to focus on what matters.

leadspin

leadspin

Leadspin is a gamification tool to collect leads in a fun and efficient way.

leadshook

leadshook

LeadsHook is an app for creating personalized marketing including lead magnets and sales letters using decision trees.

leadlander

leadlander

LeadLander is a website tracking tool that can identify companies and people visiting your website to help grow your sales pipeline.

leadgen

leadgen

LeadGen App helps you build high-converting online forms for website and landing pages without any coding skills. Create engaging forms that help you attract more quality leads and gather valuable data.

leadconnector

leadconnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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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