Capsule CRM + Aero Workflow Integration

If you have created a organisation in Capsule CRM, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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 - Aero Workflow integration, anytime a new Capsule CRM person is created, an Aero Workflow 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.

Capsule CRM and Aero Workflow 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 Aero Workflow? 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.

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. Aero Workflow is a great tool for this.

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

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 Aero Workflow 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 Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.