Capsule CRM + 7todos Integration

Connect Capsule CRM to 7todos - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of 7todos automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Capsule CRM + 7todos integration.
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Ready Workflows For Capsule CRM + 7todos Integration

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Capsule CRM + 7todos Integration

Create 7todos task for new Capsule CRM person

Capsule CRM and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + 7todos Integration

Create 7todos task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. 7todos is a great tool for this.

All you need to do is - integrate 7todos with Capsule CRM to create task in 7todos automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + 7todos Integration

Create 7todos task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in 7todos to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and 7todos, creating task in 7todos is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in 7todos to keep your team up-to-date.
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Create Your Own Capsule CRM & 7todos Integration Without Any Code

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Capsule CRM + 7todos Integration
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
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • 7todos
    Create Task in 7todos
3x-10x Less Expensive Than Zapier
Zapier
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Capsule CRM & 7todos In 1 Click
And Save Time & Money Both

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