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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
hyros
HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution tracking.
hyperise
Hyperise is a hyper-personalization tool to create personalized images, that can be used in emails, websites, chatbots, videos, ads, print as well a direct message platforms like Slack, LinkedIn, WhatsApps etc.
homebozz
HomeBozz for Business enables Real Estate Professionals (Property Manager, Property Developer) to streamline and automate their daily operation.
homeactions
HomeActions is a leading provider of email newsletters for real estate professionals. We deliver a simple, effective way for Real Estate professionals to consistently reach their entire group of contacts, keep referrals flowing and increase opportunities for sales.
ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
itemit
itemit is an asset management solution your whole team can use.
issuetrak
Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.
ISO Manager
ISO Manager is an all-in-one digital command center designed specifically to manage ISO 27001 / Information Security Management.
isla
Isla is your hub to send and receive structured requests, eliminating the hassle of back-and-forth messages, interruptions, and context-switching at the workplace.
InvGate Service Desk
InvGate Service Desk is a ticketing solution with ITIL-ready functionalities to organize work based on priority, SLA & urgency, create automated workflows, integrate with CMDB and more.
infraspeak
Infraspeak is a mobile and cloud-based platform that helps maintenance/facility managers and technicians track and manage assets, buildings and locations. Highly customisable, Infraspeak centralises stock, reduces costs, manages corrective and preventive maintenance.
influitive
Influitive is an app that helps you motivate and mobilize your most valued customers and advocates. Give your advocates challenges so they can help your business. Track their progress, and reward them for their efforts.
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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