Avail Lifetime Free Access - Limited Time Period Offer

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

brewsurvey

brewsurvey

BrewSurvey is an online and offline data collection with weblinks and mobile survey app for collecting customer feedback, conducting market research & lead capture without internet connection anytime, anywhere.

brandvas

brandvas

Brandvas is providing end to end solutions to solve some of the greatest marketing and agency challenges.

brandchamp

brandchamp

BrandChamp is all-in-one brand ambassador management software helping brands build successful ambassador communities.

braincert

braincert

BrainCert is an all-in-one unified training platform designed to deliver any type of custom training online with integrated Virtual Classroom and over 300+ tools.

Bp Pay

Bp Pay

BP Pay provides blockchain payment solutions for fast, frictionless, low-cost transactions using Stellar Blockchain and Circle's USDC.

boxhero

boxhero

BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.

bounsel

bounsel

Bounsel: AI-powered contract lifecycle management software. Effortlessly create, collaborate, review, store, approve, sign, and analyze contracts.

Botster

Botster

Botster helps businesses automate routine tasks with zero code bots.

biztera

biztera

Biztera is a service for organizations to keep track of approval requests between members. For example, CFOs use Biztera to approve big ticket items, and keep track of expenses versus budget. IT managers use Biztera to request approval for expensive services to beef up security. By streamlining the approval process, Biztera eliminates ambiguity in the workplace and speeds up decision-making.

bizpay

bizpay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

bitskout

bitskout

Bitskout allows users to add A.I. without any coding or training and stop typing data into tools.

Birdie Screen Recording

Birdie Screen Recording

With Birdie Screen Recording, users can record their screen and voice and instantly share their feedback in less time than it would take to take screenshots, annotate them and type an email.

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.

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.

Learn More
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

Learn More