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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

hitsend

hitsend

HitSend is an audio review and collaboration platform that consolidates file sharing, feedback, and payments to one secure, centralized hub.

hireez

hireez

hireEZ is an outbound recruiting platform that intelligently searches 800M+ candidate profiles, automates engagement, and connects with other industry systems.

Hyperstack Certificates

Hyperstack Certificates

Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.

hyperia

hyperia

Hyperia is an AI Assistant that highlights the moments that matter from your calls and meetings so your team can focus on what’s most important

humanity

humanity

TCP Software's dynamic scheduling tool, Humanity, simplifies day-to-day employee management processes. With Humanity Scheduling, your organization can easily and accurately create error-free, dynamic schedules for your staff by location, department, position, and/or skills—with real-time availability conflict checking.

hubiomail

hubiomail

HubioMail is an email marketing platform for digital marketers or individuals who want to manage subscribers, import-export existing lists, and to manage and automate email marketing campaigns.

Hub Planner

Hub Planner

Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.

HrFlow.ai

HrFlow.ai

HrFlow.ai is the 1st multi-layer AI powered API that brings intelligence to your HR Data and bridges the gap between all your data Sources and Destinations.

HR Cloud

HR Cloud

HR Cloud provides seamless On-boarding experience to process new hires.

Housecall Pro

Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

hostifi

hostifi

HostiFi is a platform for remotely monitoring and managing your UniFi Network devices.

hostfully

hostfully

Hostfully is a complete, end-to-end property management platform that helps vacation rental PMs boost revenues.

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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