The smart simple online CRM software, Capsule CRM is now available on Integromat.
Capsule CRM provides a simple and fresh way for you and your team to become more organized and collaborative within your sales pipeline. Its contact management capabilities, tasks and calendars, and customization features allow you to align Capsule with your business to capture the right information at the right time.
And with its appearance on Integromat, we can help streamline these processes helping you to stay on track and save even more time. With our unique integration builder, you can drag and drop this app to the other apps you use to connect in thousands of different ways.
That’s right! You heard right, thousands! Probably downplaying too;).
Integrate Capsule CRM with hundreds of other apps
We have an exhaustive list of Capsule CRM modules that you can link to thousands of other modules, automating almost any workflow that you need to automate.
Do you want to watch for newly added or updated bundles of data to pass on to another app? Choose from any one of our Capsule CRM triggers.
- Watch for new opportunities, new tasks, new cases, and new parties
Are you wanting to add data into Capsule CRM, delete a certain task, update a tag, or generate bundles of data to use in any one of your other apps? Choose from any one of our Capsule CRM actions.
- Create entries, opportunities, tracks, cases, tags, tasks, parties, custom fields, milestones
- Delete entries, opportunities, tracks, cases, tags, tasks, parties, custom fields, milestones
- Update entries, opportunities, tracks, cases, tags, tasks, parties, custom fields, milestones
- Show entries, opportunities, tracks, cases, tags, tasks, parties, custom fields, milestones
Are you looking to grab an entire list of something? Use any one of our Capsule CRM searches to pull data bundles based on the parameters you specify to be used for further action.
- Search opportunities, parties, and cases
- List tags, entries, parties, milestones, opportunities, cases, custom fields, tasks, tracks
- Show multiple cases, multiple parties
So what kind of integrations can you make?
Integromat can help you do a lot of simple but tedious tasks by using the above modules and linking them to others. For instance:
- Add new Capsule CRM tasks to Todoist
- Add new Google Contacts to Capsule CRM as people
- Add new Asana tasks to Capsule CRM
- Add new Wufoo form entries to Capsule CRM as people
But, we can also do a lot more. Where we differ from similar automation platforms is that we can help you accomplish more intricate tasks.
How data flows is not always in a clean A to B line. How we want to transfer data between apps often includes a transformation phase which requires multiple steps, different offshoots, and many permutations. Here are a few examples of how we can take your integrations to the next level:
Add new Eventbrite contacts to Capsule CRM as people.
Every time a new attendee registers for your Eventbrite event, Integromat will automatically create a new person in Capsule CRM.