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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

browserstack

browserstack

BrowserStack is a reliable cross-browser and device testing platform helping you test across 2000+ combinations.

Browse AI

Browse AI

Browse AI is a no-code web scraping and monitoring tool that utilizes artificial intelligence to extract data from websites without requiring coding. It allows users to create automated robots that can scrape data, monitor websites for changes, and integrate with various other applications.

broadvoice

broadvoice

Broadvoice is a cloud based communications platform that includes phone, SMS, video, and chat.

Certif ID

Certif ID

Certif-ID is a blockchain-based credentialing platform, enabling organisations to securely issue, track and verify digital credentials and digital badges.

cedarai

cedarai

Cedar is an AI company with a mission to improve the rail experience and flexibility as a supply chain product. We build products that make rail easier to use.

causevox

causevox

CauseVox is a digital fundraising platform for nonprofits and social good projects. Increase fundraising results with our donation forms, crowdfunding campaigns, peer to peer fundraising, event ticketing, and pledge donations.

Catchapp Bookings

Catchapp Bookings

CatchApp is an online booking system that lets your client self-book appointments and pay for them.

castos

castos

Podcast hosting and analytics that is the easiest way to create a podcast and share your voice with the world.

Cash Flow Portal

Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Cascade Strategy Classic

Cascade Strategy Classic

Cascade is a strategy execution platform which helps organizations create, communicate and execute their strategic plans. For Cascade Strategy Classic users.

cartoncloud

cartoncloud

CartonCloud Warehouse and Transport Management System.

botsify

botsify

Botsify is a platform to create artificial intelligent Chatbots to replace your live support without any coding.

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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