IntegrationsCapsule CRMSplashtop
Capsule CRM + Splashtop

Connect Capsule CRM and Splashtop to Build Intelligent Automations

Choose a Trigger

Capsule CRM

When this happens...

Choose an Action

Splashtop

Automatically do this!

Enable Integrations or automations with these events of Capsule CRM and Splashtop

Enable Integrations or automations with these events of Capsule CRM and Splashtop

Triggers

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 for Capsule CRM

Actions

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

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Frequently Asked Questions

How do I start an integration between Capsule CRM and Splashtop?

To start, connect both your Capsule CRM and Splashtop accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in Splashtop (or vice versa).

Can we customize how data from Capsule CRM is recorded in Splashtop?

Absolutely. You can customize how Capsule CRM data is recorded in Splashtop. This includes choosing which data fields go into which fields of Splashtop, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Capsule CRM and Splashtop?

The data sync between Capsule CRM and Splashtop typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Capsule CRM to Splashtop?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Capsule CRM and Splashtop?

Yes, you can set conditional logic to control the flow of data between Capsule CRM and Splashtop. 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.

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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Splashtop

About Splashtop

Splashtop is a leading remote access and remote support solution that allows users to access their computers and devices from anywhere, at any time. It is designed for both personal and business use, providing high-performance remote desktop access, support, and collaboration tools. Splashtop is known for its secure, reliable, and easy-to-use platform, making it a popular choice for IT professionals, support teams, and individuals who need to access their workstations remotely.

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