Capsule CRM + Apollo Integration

Connect Capsule CRM to Apollo in 1 click

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Popular Capsule CRM + Apollo Workflows

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Capsule CRM + Apollo Integration

Create Apollo opportunity from new Capsule CRM person

Anytime a new person is created in your Capsule CRM, a new opportunity will automatically be created in your Apollo. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Capsule CRM - Apollo integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + Capsule CRM Integration

Create Capsule CRM person for new Apollo contact

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 Apollo - Capsule CRM integration, anytime a new Apollo contact is created, an Capsule CRM person 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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Apollo + Capsule CRM Integration

Create Capsule CRM opportunity from new Apollo contact

Anytime a new contact is created in your Apollo, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Apollo - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + Capsule CRM Integration

Create Capsule CRM task for new Apollo contact

In Apollo, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + Apollo Integration

Create Apollo 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 - Apollo integration, anytime a new Capsule CRM person is created, an Apollo 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 + Apollo 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
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
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
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
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Integrate Capsule CRM & Apollo In 1 Click
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