Capsule CRM + BugHerd Integration

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Capsule CRM + BugHerd Integration

Create BugHerd task for new Capsule CRM person

Capsule CRM and BugHerd 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 BugHerd? 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.
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Capsule CRM + BugHerd Integration

Create BugHerd task for new Capsule CRM task

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. BugHerd is a great tool for this.

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

Create BugHerd task for new Capsule CRM opportunity

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 BugHerd 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 BugHerd, creating task in BugHerd is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in BugHerd to keep your team up-to-date.
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Capsule CRM + BugHerd 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
  • BugHerd
    Task is created in BugHerd Instant
  • BugHerd
    Task is updated in BugHerd Instant
  • BugHerd
    Comment is created in BugHerd Instant
  • BugHerd
    Project is created in BugHerd
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
  • BugHerd
    Create a new task in BugHerd
  • BugHerd
    Update a task in BugHerd
  • BugHerd
    Search task by external id in BugHerd
  • BugHerd
    Add an attachment to a task in BugHerd
  • BugHerd
    Add a comment to a task in BugHerd
  • BugHerd
    Create a project in BugHerd
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