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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

upguard

upguard

UpGuard is a cyber vendor risk management and digital risk protection service platform.

upflow

upflow

Manage your invoices, from creation to payment, to collect 100% of your turnover.

Updown.io

Updown.io

updown.io is an online service that checks your website's status by periodically sending an HTTP request. It then notifies you by Slack, Telegram, email or SMS when your website is not responding correctly, your SSL certificate is invalid or about to expire, and more.

upcontent

upcontent

UpContent is a content curation solution to help you discover, discuss, and distribute articles that inform, engage, and stimulate action amongst your audience.

upcity

upcity

UpCity is a local inbound marketing platform for agencies, providing tools for SEO, reputation management, social media, and reporting.

upbooks

upbooks

Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.

untappd

untappd

Untappd is a social network that lets users share and rate the beers they drink, also allowing breweries track reviews of their products.

unstack

unstack

Unstack digital engine provides teams with the tools to build, measure, and scale their web presence.

Unloc Integrator API

Unloc Integrator API

Unloc allows managing keys across multiple lock systems.

univid

univid

Univid is a webinar platform that lets you create engaging webinars in less than 60 seconds. Go live, get a ton of engagement, and drive conversions.

Universe

Universe

Universe is a DIY ticketing platform that provides everything event organizers need to sell tickets and manage small and medium-sized events.

unisender

unisender

UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and SMS deliveries.

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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