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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

chirpley

chirpley

Chirpley is a SMS AI tool to create powerful productivity and text based applications.

cheqroom

cheqroom

Cheqroom is an equipment tracking service that makes it easy to know who has what equipment and when it’s due back.

Checkout Page

Checkout Page

Start selling on your website within minutes with a beautiful checkout experience that works on any device and for any customer.

channeldock

channeldock

Automate your inventory and order process with ChannelDock; you'll make not only yourself, but also your customers happy.

checkify

checkify

Checkify is one-page customizable checkout for online stores with post-purchase upsells, a wide choice of payment gateways, and much more.

chatsonic

chatsonic

ChatSonic is a revolutionary AI assistant that helps you write faster and smarter. It uses the latest AI to generate high-quality content.

chatra

chatra

Chatra is a live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real time.

chatfly

chatfly

ChatFly is an AI chatbot builder that utilizes artificial intelligence to analyze your data and allows you to integrate a chat widget into your website.

Chatbot Builder

Chatbot Builder

Chatbot Builder builds AI-powered chatbots with our user-friendly bot builder. Train with unlimited data and deploy within minutes.

Chatbase

Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.

Chat Tonic

Chat Tonic

Chat-Tonic is a chatbot platform to connect your clients with an automated answering solution built with AI and custom created content

chargedesk

chargedesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

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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