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Easily connect Capsule CRM with the apps you use every day. Build and manage Capsule CRM automations to simplify work and streamline communication.
Pick from thousands of available Capsule CRM integrations or customize new ones through our automation platform.
Create effective Capsule CRM automations in minutes by using pre-made templates that are customized for your needs
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.
Create a new Project
See how Capsule CRM integrates with popular apps to automate tasks and streamline your workflow.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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