
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users

Automatically do this!
Enable Integrations or automations with these events of Capsule CRM and Social Media Marketing Specialization
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks
Adds a Note to an Entity.
Creates a new Opportunity.
Create a new Project

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Capsule CRM and Social Media Marketing Specialization accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Social Media Marketing Specialization (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in Social Media Marketing Specialization. This includes choosing which data fields go into which fields of Social Media Marketing Specialization, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and Social Media Marketing Specialization typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule CRM and Social Media Marketing Specialization. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreThe Social Media Marketing Specialization on Coursera offers a comprehensive curriculum designed to equip learners with the skills needed to excel in the dynamic field of social media marketing. This specialization covers key topics such as content creation, social media strategy, analytics, and advertising, providing practical insights and hands-on experience to effectively engage audiences and drive business results through social media platforms.
Learn More