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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

knowledgeowl

knowledgeowl

KnowledgeOwl is knowledge base software that helps you get all your documentation in one place, whether for employees, teams, or customers.

knowfirst

knowfirst

KnowFirst offers everything you need to know to gain a competitive edge. Get a deep understanding of any business in seconds.

klicktipp

klicktipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Keap Max Classic

Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

kaspr

kaspr

Kaspr helps you find emails and phone numbers through Linkedin. Create your own contact list with relevant contant information and boost your sales !

karen

karen

Karen is an AI enabled scheduling service that helps schedule appointment, take payment, and send reminders.

kantataox

kantataox

Kantata OX project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Kantata, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.

kanbanflow

kanbanflow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.

kaiten

kaiten

Kaiten is an online platform for collaborative work. With a built-in proven methodology, it will help you to take your team and business to the next level.

kadoa

kadoa

Kadoa extracts web data easily for you and brings it into the format you need it

JW Player

JW Player

JW Player helps you grow your business with its flexible platform of video services, powered by billions of signals from across our vast network.

justclick

justclick

JustClick is a platform for selling digital products & courses online.

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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