Capsule CRM + 2Chat Integration

Connect Capsule CRM to 2Chat in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 2Chat
    Participant is removed from whatsapp group in 2Chat Instant
  • 2Chat
    Whatsapp conversation is started in 2Chat Instant
  • 2Chat
    Whatsapp message is recieved in 2Chat Instant
  • 2Chat
    Whatsapp message is send or recieved in 2Chat Instant
  • 2Chat
    Participant is joined whatsapp group in 2Chat Instant
  • 2Chat
    Participant is left whatsapp group in 2Chat Instant
  • 2Chat
    Whatsapp group message is received in 2Chat Instant
  • 2Chat
    Whatsapp call is received in 2Chat Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + 2Chat Integration

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Most popular automationsmost-popular-automations
Capsule CRM + 2Chat Integration

Create 2Chat contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - 2Chat integration, anytime a new Capsule CRM person is created, an 2Chat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Capsule CRM + 2Chat Integration

Send 2Chat message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through 2Chat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - 2Chat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + 2Chat Integration

Send 2Chat message for new Capsule CRM task

With this Capsule CRM - 2Chat integration, whenever a new task is created in Capsule CRM, message will be sent via 2Chat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + 2Chat Integration

Send 2Chat message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending 2Chat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - 2Chat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular 2Chat Automations from
Integrately Community

Most popularmost-popular-automations
01
2Chat logo
Google Sheets logo
Create Google Sheets row for new message received in 2Chat
02
2Chat logo
Google Sheets logo
Create Google Sheets row for new 2Chat call
03
Google Sheets logo
2Chat logo
Create 2Chat contact for new Google Sheets row
04
Google Sheets logo
2Chat logo
Send 2Chat message for new Google Sheets row
05
Google Sheets logo
2Chat logo
Send 2Chat message for updated Google Sheets row
cloud
2Chat
app integration
06
HappyFox logo
2Chat logo
Send 2Chat message for new HappyFox ticket
07
HappyFox logo
2Chat logo
Create 2Chat contact from new HappyFox ticket
08
Any.do logo
2Chat logo
Send 2Chat message for new Any.do task
09
Pipeliner Cloud logo
2Chat logo
Create 2Chat contact for new Pipeliner Cloud contact
10
Pipeliner Cloud logo
2Chat logo
Send 2Chat message for new Pipeliner Cloud contact
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Capsule CRM
Capsule CRM
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.
2Chat
2Chat
2Chat streamlines customer communication by offering a unified platform for managing chats across multiple channels. Enhance engagement and support with 2Chat’s efficient messaging tools.