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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

deluxer

deluxer

Deluxer is a lead generation platforms that allows Real Estate Agents to get connected with home buyers and sellers in the US.

deliverlogic

deliverlogic

DeliverLogic is an industry leading logistics platforms designed to support Restaurant Delivery services, local restaurants, and other logistics and delivery services.

CSVBox.io

CSVBox.io

csvbox.io is a no-code tool that helps web apps and SaaS companies to add a production-ready spreadsheet import feature to their application in a few minutes.

cryotos

cryotos

Cryotos is a cloud-based maintenance management software platform to plan, track and optimize your facilities and maintenance management.

crowdfire

crowdfire

Crowdfire is a Social Media management tool used by brands, businesses, agencies, and individuals all over the world.

crosstrax

crosstrax

CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.

criya

criya

Criya builds you a bespoke generative AI app for your business that engages every visitor in real time conversations, promotes engagement and conversions.

crewdriver

crewdriver

CrewDriver is an automated employee shift fulfillment system for use alongside your workforce management software or as a stand-alone.

Convolo Leads

Convolo Leads

Convolo Leads is a lead-to-call automation tool that connects a phone call between your sales people and your new leads within 30 seconds after they showed interest.

convi

convi

Convi is an AI-driven video prospecting tool, personalizing outreach to boost call bookings, simplifying your lead engagement process.

Convert Forms

Convert Forms

Convert Forms is a user-friendly form builder for Joomla that allows you to easily create perfect contact forms, newsletter opt-in forms and any kind of forms so you can collect the data and registrations in your Joomla website.

Conversion Tools

Conversion Tools

Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.

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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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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