Connect Saleshandy and Capsule CRM
Integrate Saleshandy with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New or Updated Contact in Capsule CRM
Assign Prospect Tag in Saleshandy when New or Updated Contact in Capsule CRM
Mark Prospect Status in Saleshandy when New or Updated Contact in Capsule CRM
Update Prospect Status in Saleshandy when New or Updated Contact in Capsule CRM
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New or Updated Opportunity in Capsule CRM
Popular Saleshandy + Capsule CRM flows
Start from a real workflow other teams are already running.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New or Updated Contact in Capsule CRM
Use this flowAssign Prospect Tag in Saleshandy when New or Updated Contact in Capsule CRM
Use this flowMark Prospect Status in Saleshandy when New or Updated Contact in Capsule CRM
Use this flowUpdate Prospect Status in Saleshandy when New or Updated Contact in Capsule CRM
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New or Updated Opportunity in Capsule CRM
Use this flowAssign Prospect Tag in Saleshandy when New or Updated Opportunity in Capsule CRM
Use this flowMark Prospect Status in Saleshandy when New or Updated Opportunity in Capsule CRM
Use this flowUpdate Prospect Status in Saleshandy when New or Updated Opportunity in Capsule CRM
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New or Updated Project in Capsule-crm
Use this flowAssign Prospect Tag in Saleshandy when New or Updated Project in Capsule-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Saleshandy and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Saleshandy and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Saleshandy and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Saleshandy triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Saleshandy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Saleshandy and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Saleshandy and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
