Connect Octoparse and Capsule CRM to Build Intelligent Automations

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Octoparse

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Capsule CRM

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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 Octoparse

Do thisActions

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

Start a Task

Start a Task

Run a task in the Cloud.

Get Task Status

Get Task Status

Get the status of tasks based on task IDs

Stop a Task

Stop a Task

Stop a task in the Cloud.

Search Task

Search Task

Get task information based on task group ID.

Create Contact

Create Contact

Creates a new Person or Organisation.

Update Opportunity

Update Opportunity

Update an existing opportunity

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Octoparse 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 Octoparse and Capsule CRM?

The data sync between Octoparse 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 Octoparse 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 Octoparse and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Octoparse 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.

Octoparse

About Octoparse

Octoparse is a web-scraping tool to extract unstructured data from websites and organize in structured formats.

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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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