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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

filter

filter

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Files.com

Files.com

Files.com is Smart Cloud Storage for modern teams. With Files.com, your team can collaborate, automate, and get things done -- without compromising security.

fileinvite

fileinvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

fieldpulse

fieldpulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Field Service Management Powered

Field Service Management Powered

Field Service Management powered by GPS Insight supports your organization’s daily workflow. It eliminates paper, automates your processes, connects your technicians and office team, and ensures a smooth customer journey.

fettle

fettle

Fettle is your all-in-one virtual studio. Create a subscription service for your videos, add value with live-streams, build a loyal membership , and collect payment direct. Fettle is the super-simple way to move your fitness or wellness business online.

feefo

feefo

Feefo is a globally recognised platform used by thousands of brands to collect genuine, verified customer feedback.

Fee Navigator Instant Merchant Services

Fee Navigator Instant Merchant Services

Fee Navigator provides instant AI-powered merchant statement analysis and proposals.

Feature Upvote

Feature Upvote

Feature Upvote is a product management tool to collect product ideas and identify development priorities.

Favro

Favro

Plan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.

famewall

famewall

Famewall makes it easy to collect testimonials from customers & add them in your websites in a few minutes without writing any code.

faktoora

faktoora

Integrate electronic invoicing in your workflow using faktoora's e-invoicing API. We support ZUGFeRD and EN16931

Actions and Triggers

When this happensTriggers

New or Updated Contact

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

New or Updated Task

Triggers when a given action is performed on a Task.

New or Updated Users

New or Updated Users

Triggers when a given action is performed on a user.

Request a new trigger

Do thisActions

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

List Tasks

List Tasks

Get a list of all tasks

Add Note to Entity

Add Note to Entity

Adds a Note to an Entity.

Create Opportunity

Create Opportunity

Creates a new Opportunity.

Create a project

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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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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