Popular Capsule CRM + Vyte Workflows
Create Vyte event for new Capsule CRM organisation
Create Capsule CRM task for new Vyte event
With the help of this integration, when an event is created, a task will be automatically created in Capsule CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Capsule CRM opportunity for new Vyte event
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Vyte, it will trigger a corresponding opportunity creation in Capsule CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
When Event is created in Vyte > Check any condition > Create person in Capsule CRM
When Event is created in Vyte > Check any condition > Create opportunity in Capsule CRM
When Opportunity is created in Capsule CRM > Confirm event in Vyte
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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
See Capsule CRM IntegrationsVyte is the ultimate time-saving appointment tool. With Vyte, you can easily schedule appointments with clients, customers, and coworkers without any hassle. Also, its user-friendly interface makes booking appointments a breeze.
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