Capsule CRM + Caflou Integration

Connect Capsule CRM to Caflou - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Caflou automations to automate repetitive tasks, improve data entry accuracy, and streamline workflows across different platforms. Combine the benefits of both with Integrately’s Capsule CRM + Caflou integration.
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Ready Workflows For Capsule CRM + Caflou Integration

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most-popular-automations
Caflou + Capsule CRM Integration

Create Capsule CRM person for new Caflou 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 Caflou - Capsule CRM integration, anytime a new Caflou 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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Caflou + Capsule CRM Integration

Create Capsule CRM opportunity from new Caflou contact

Anytime a new contact is created in your Caflou, 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 Caflou - 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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Caflou + Capsule CRM Integration

Create Capsule CRM task for new Caflou contact

In Caflou, 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 + Caflou Integration

Create Caflou 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 - Caflou integration, anytime a new Capsule CRM person is created, an Caflou 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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Activate
Capsule CRM + Caflou Integration

Create Caflou task for new Capsule CRM person

In Capsule CRM, when you create a person, it automatically creates a task in Caflou for that person. 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 person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Capsule CRM & Caflou Integration Without Any Code

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Capsule CRM + Caflou Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Caflou
    Company is created in Caflou

    Triggers the automation whenever a new company is created

  • Caflou
    Project is created in Caflou

    Triggers the automation whenever a new project is created

  • Caflou
    Contact is created in Caflou

    Triggers the automation whenever a new contact is created

  • Caflou
    Task is created in Caflou

    Triggers the automation whenever a new task is created

  • Caflou
    Event is created in Caflou

    Triggers the automation whenever a new event is created

  • Caflou
    Income or expense is created in Caflou

    Triggers the automation whenever a new income or expense is added

  • Caflou
    Timesheet is created in Caflou

    Triggers the automation whenever a timesheet is created

  • Caflou
    Time entry is created in Caflou

    Triggers the automation whenever a new time entry is created

  • Caflou
    Invoice is created in Caflou

    Triggers the automation whenever any invoice is added or modified

2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Caflou
    Create company in Caflou

    Automatically generates a new company profile with given details

  • Caflou
    Search company in Caflou

    Automatically find information about a company

  • Caflou
    Search task in Caflou

    Automatically searches for a task

  • Caflou
    Create task in Caflou

    Automatically creates a new task

  • Caflou
    Search account in Caflou

    Automatically searches for account information

  • Caflou
    Create contact in Caflou

    Automatically adds a new contact to the database

  • Caflou
    Create event in Caflou

    Automatically adds a new contact to the contact list

  • Caflou
    Search event in Caflou

    Automatically conduct a search for events based on particular criteria

  • Caflou
    Search user in Caflou

    Automatically searches for a user

  • Caflou
    Create income or expense in Caflou

    Automatically generates income or expenses based on preset parameters

  • Caflou
    Search income or expense in Caflou

    Automatically searches for income or expense records

  • Caflou
    Create bank payment in Caflou

    Automatically generates a bank payment using the provided details

  • Caflou
    Create timesheet in Caflou

    Automatically creates a new timesheet

  • Caflou
    Search timesheet in Caflou

    Automatically searches for a timesheet

  • Caflou
    Create project in Caflou

    Automatically creates a new project

  • Caflou
    Search project in Caflou

    Automatically searches for a project

  • Caflou
    Create time entry in Caflou

    Automatically creates a new time entry without manual input

  • Caflou
    Search time entry in Caflou

    Automatically searches for a time entry

  • Caflou
    Create issued invoice in Caflou

    Automatically generates and send an invoice for completed transactions

  • Caflou
    Search invoice in Caflou

    Automatically locate and retrieve invoices with

  • Caflou
    Acknowledge invoice in Caflou

    Automatically acknowledges an invoice

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & Caflou In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Caflou With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations
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Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.

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