Connect Ecologi and Capsule CRM to Build Intelligent Automations

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Ecologi

When this happens...

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Capsule CRM

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Ready to use Ecologi and Capsule CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Ecologi

Do thisActions

Action is the task that follows automatically within your Ecologi integrations.

Get all Trees

Get all Trees

Get total no of trees user has funded

Get CO2 avoided

Get CO2 avoided

Get total number of tonnes of emissions user has avoided

Get all Impact

Get all Impact

Get total no of trees funded and total tonnes of CO2 avoided

Purchase Trees

Purchase Trees

Purchase some trees

Purchase Carbon avoidance

Purchase Carbon avoidance

Purchase 1 or more kilogram of carbon avoidance credits per request

Create Contact

Create Contact

Creates a new Person or Organisation.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Ecologi and Capsule CRM 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 Ecologi to Capsule CRM?

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 Ecologi and Capsule CRM?

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

Ecologi

About Ecologi

Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.

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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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