Capsule CRM + BrandPros Integration

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BrandPros + Capsule CRM Integration

Create Capsule CRM person for new BrandPros form submission

When someone completes your BrandPros, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the BrandPros is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a BrandPros - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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BrandPros + Capsule CRM Integration

Create Capsule CRM task for new BrandPros 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 BrandPros 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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BrandPros + Capsule CRM Integration

Create Capsule CRM opportunity for new BrandPros 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 BrandPros, 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 + BrandPros 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
  • BrandPros
    Booking is created in BrandPros Instant
  • BrandPros
    Form response is created in BrandPros Instant
  • BrandPros
    Contact is created or updated in BrandPros Instant
  • BrandPros
    Order is created in BrandPros Instant
  • BrandPros
    Order is updated in BrandPros Instant
  • BrandPros
    Product is created in BrandPros Instant
  • BrandPros
    Product is updated in BrandPros 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
  • BrandPros
    Create member in BrandPros
  • BrandPros
    Delete member in BrandPros
  • BrandPros
    Update member in BrandPros
  • BrandPros
    Delete contact in BrandPros
  • BrandPros
    Search contact in BrandPros
  • BrandPros
    Update contact in BrandPros
  • BrandPros
    Create contact in BrandPros
  • BrandPros
    Create product in BrandPros
  • BrandPros
    Update product in BrandPros
  • BrandPros
    Search product in BrandPros
  • BrandPros
    Create member group in BrandPros
  • BrandPros
    Update member group in BrandPros
  • BrandPros
    Delete member group in BrandPros
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