Bind ERP + Capsule CRM Integration

Connect Bind ERP to Capsule CRM - Automate your workflows in 1-click

Set up Bind ERP automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Bind ERP & Capsule CRM using Integrately.
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Ready Workflows For Bind ERP + Capsule CRM Integration

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Bind ERP + Capsule CRM Integration

Create Capsule CRM organisation from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a organisation profile in Capsule CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Capsule CRM and Bind ERP!
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Bind ERP + Capsule CRM Integration

Create Capsule CRM task for new Bind ERP prospect

With the growth of Bind ERP, many companies are looking for ways to connect their Bind ERP account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Capsule CRM every time a prospect is created in Bind ERP.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Bind ERP + Capsule CRM Integration

Create Capsule CRM person for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Capsule CRM to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding person will be created in Capsule CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Bind ERP + Capsule CRM Integration

Create Capsule CRM task for new Bind ERP invoice

If you use Bind ERP to manage your invoice, you can also use Capsule CRM to create and manage task associated with those invoice. Creating a task in Capsule CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Capsule CRM + Bind ERP Integration

Create Bind ERP prospect from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, it's important to create a prospect in Bind ERP. 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.
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Capsule CRM + Bind ERP Integration

Create Bind ERP prospect for new Capsule CRM person

In order to keep your accounting and customer records in sync, when you create a person in Capsule CRM, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Capsule CRM and Bind ERP!
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Create Your Own Bind ERP & Capsule CRM Integration Without Any Code

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Bind ERP + Capsule CRM Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • 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.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • 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
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