Capsule CRM + AccuFunnels Integration

Connect Capsule CRM to AccuFunnels - 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. Set up AccuFunnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Capsule CRM & AccuFunnels using Integrately.
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Ready Workflows For Capsule CRM + AccuFunnels Integration

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most-popular-automations
AccuFunnels + Capsule CRM Integration

Create Capsule CRM person from new AccuFunnels order

As an online store owner, you're likely using AccuFunnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate AccuFunnels with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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AccuFunnels + Capsule CRM Integration

Create Capsule CRM task for new AccuFunnels event

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an event is created in your AccuFunnels account.

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!
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AccuFunnels + Capsule CRM Integration

Create Capsule CRM opportunity for new AccuFunnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Capsule CRM.

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 AccuFunnels, 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.
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Capsule CRM + AccuFunnels Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • AccuFunnels
    Contact is created or updated in AccuFunnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • AccuFunnels
    Form response is created in AccuFunnels

    Triggers the automation whenever a form is filled

    Instant
  • AccuFunnels
    Order is created in AccuFunnels

    Triggers the automation whenever a new order is created

    Instant
  • AccuFunnels
    Order is updated in AccuFunnels

    Triggers the automation whenever any order is updated

    Instant
  • AccuFunnels
    Product is created in AccuFunnels

    Triggers the automation whenever a new product is created

    Instant
  • AccuFunnels
    Product is updated in AccuFunnels

    Triggers the automation whenever a product is updated

    Instant
  • AccuFunnels
    Booking is created in AccuFunnels

    Triggers the automation whenever a new booking is created

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • AccuFunnels
    Delete contact in AccuFunnels

    Automatically removes a contact from the address book

  • AccuFunnels
    Search contact in AccuFunnels

    Automatically finds and retrieves contact information

  • AccuFunnels
    Update contact in AccuFunnels

    Automatically updates contact information with new details

  • AccuFunnels
    Create contact in AccuFunnels

    Automatically adds a new contact to the database

  • AccuFunnels
    Create product in AccuFunnels

    Automatically generates and launch new products

  • AccuFunnels
    Update product in AccuFunnels

    Automatically updates product information

  • AccuFunnels
    Search product in AccuFunnels

    Automatically searches for a product

  • AccuFunnels
    Create member in AccuFunnels

    Automatically adds a new member to the system

  • AccuFunnels
    Delete member in AccuFunnels

    Automatically removes a member from the system

  • AccuFunnels
    Update member in AccuFunnels

    Automatically updates a member's information

  • AccuFunnels
    Create member group in AccuFunnels

    Automatically creates a new group of members

  • AccuFunnels
    Update member group in AccuFunnels

    Automatically updates the particular member group

  • AccuFunnels
    Delete member group in AccuFunnels

    Automatically deletes a member group

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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Capsule CRM or AccuFunnels With 1200+ Other Apps

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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 Integrations
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AccuFunnels is the all-in-one platform for everyone. One platform to do everything for your business or customers - whether you are a small business, an e-commerce store, or a freelancer.

See AccuFunnels Integrations

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