Capsule CRM + Chatrace Integration

Integrate Capsule CRM to Chatrace in one click, or tell Integrately AI how you want each contact handled. Create SMS contacts, update custom fields, add tags, and sync records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
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2.
  • Capsule CRM
    Update person in Capsule CRM
  • 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
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace

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Ready Workflows Ready Workflows for Capsule CRM + Chatrace Integration

Capture new contacts, update custom fields, set tags, and manage customer interactions, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + Capsule CRM Integration

Create Capsule CRM person from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new person is created in Capsule CRM, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Capsule CRM Integration

Create Capsule CRM person from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Chatrace with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Capsule CRM + Chatrace Integration

Create Chatrace contact for new Capsule CRM person

Creating a new Chatrace contact for every new Capsule CRM person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Capsule CRM - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Capsule CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Chatrace flow

Sync your core customer data with marketing, e-commerce, and messaging tools to streamline operations. Pick a combination and activate it in one click.

Capsule CRM
Chatrace
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ShopifyShopify (6)
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Facebook Lead AdsFacebook Lead Ads (6)
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MailchimpMailchimp (6)
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StripeStripe (6)
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Google SheetsGoogle Sheets (6)
+
SlackSlack (6)
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Create a Capsule CRM person for every new Shopify order, and create an SMS contact in Chatrace.
New Shopify orders instantly generate a person record in Capsule CRM and an SMS contact in Chatrace, keeping your sales and messaging channels perfectly aligned.
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Create a Capsule CRM follow-up task for every Shopify abandoned cart, and update the custom field in Chatrace.
Abandoned checkouts in Shopify automatically trigger a follow-up task in Capsule CRM and update subscriber details in Chatrace.
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Search for a person in Capsule CRM when a Shopify order is concluded, and tag the subscriber in Chatrace.
Completed Shopify orders trigger a contact lookup in Capsule CRM and apply a customer tag in Chatrace.
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If a Shopify order value exceeds your threshold, create an opportunity in Capsule CRM and set a VIP custom field in Chatrace.
High-value Shopify orders automatically create a VIP opportunity in Capsule CRM and update customer attributes in Chatrace.
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Use ChatGPT to analyse every new Shopify order review, update the Capsule CRM contact, and set the sentiment field in Chatrace.
ChatGPT analyses customer feedback from Shopify orders, updates Capsule CRM records, and adjusts Chatrace custom fields.
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When a Shopify order is canceled, update the Capsule CRM person record and remove the active tag in Chatrace.
Canceled orders in Shopify update customer statuses in Capsule CRM and remove active buyer tags in Chatrace.

Supported triggers and actions for Capsule CRM and Chatrace

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
Try it →
Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
Try it →
Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
Try it →
Set contact custom field in Chatrace
Sets a custom field for a contact
Try it →

What can you automate with Capsule CRM + Chatrace?

Connect your CRM and chat marketing workflows to sync contacts, manage tasks, and eliminate repetitive administrative tasks.

What you can automate?
🔄
Sync new Capsule CRM contacts to Chatrace automatically
Every time a new person is created in Capsule CRM, an SMS contact is automatically provisioned in Chatrace. Keep your sales database and messaging subscribers perfectly synchronised without lifting a finger.
📋
Capture every submitted custom field and detail
Map all available contact attributes and custom field values between Capsule CRM and Chatrace instead of just names and emails. Your profiles become comprehensive sources for review and targeted follow-up.
🔔
Tell the right team member the moment an order arrives
Notify your sales or support team instantly via Slack whenever a Chatrace order is concluded or an opportunity is updated in Capsule CRM. Ensure rapid response times for high-value customers.
🔀
Route records differently based on submitted criteria
If a contact meets specific VIP or enterprise conditions in Chatrace, create a high-priority opportunity in Capsule CRM; otherwise, assign a standard follow-up task. Automate your precise business logic with ease.
🔄
Keep your CRM destination completely up to date
Automatically update Capsule CRM person records and opportunities whenever subscriber details or custom field values change in Chatrace. Eliminate stale data and outdated contact histories.
🔍
Search and update instead of creating duplicate records
Check whether a contact already exists in Capsule CRM before creating new entries. Update existing profiles and append notes seamlessly to maintain a clean and organised database.
Handle later status changes like cancellations and refunds
When a Chatrace order is canceled or a subscription status changes, automatically update the matching Capsule CRM record and remove active buyer tags. Keep billing and sales data synchronized.
🔌
Extend your automation flow to Shopify and other apps
Take your Capsule CRM and Chatrace workflow further by connecting Shopify, Google Sheets, or Slack as a fourth step. Build powerful multi-app pipelines for complete business automation.
And much more...

Who is Capsule CRM + Chatrace integration for?

Sales teams, marketers, and business owners streamline customer contact management and automated chat messaging to eliminate manual data entry.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Sales directors
Sales directors
Operations coordinators
Operations coordinators
Business owners
Business owners
📈
Performance marketers
You're running multi-channel campaigns but your reporting records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new person lands in your CRM instantly and your campaign data stays current.
🎧
Customer support leads
You manage support inquiries across chat bots but find out about urgent customer issues too late because records aren't synced with your CRM, leaving clients waiting for replies — with this integration, every ticket or interaction updates automatically and your team responds instantly.
🤝
Account managers
You answer to clients who want to see real-time pipeline updates, but copying chat orders into your CRM by hand causes missing entries and delayed project kickoffs — with this integration, every order syncs across platforms and your stakeholders see accurate progress.
📊
Sales directors
The incoming lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and abandoned chat carts that slip through the cracks — with this integration, every contact is captured and routed without manual intervention.
⚙️
Operations coordinators
You own the handoff between marketing chat flows and sales pipelines, depending on manual copy-pasting that introduces human error and slows down deal velocity — with this integration, data moves smoothly from chat to CRM right when events happen.
💼
Business owners
You need a reliable history of all customer interactions and keep finding frustrating gaps between your chat platform and CRM records — with this integration, every touchpoint is recorded securely and your database remains a complete source of truth.
Our team

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Why choose Integrately to automate Capsule CRM + Chatrace

Build and manage your Capsule CRM + Chatrace automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Chatrace with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Chatrace?
Frequently Asked Questions
You can connect Capsule CRM to Chatrace in just one click using ready-made templates or by asking Integrately AI to build the automation for you. It also supports Shopify, Google Sheets, and Slack to extend your workflows.
Can I automatically create Chatrace SMS contacts when a new person is added in Capsule CRM?
Frequently Asked Questions
Can I connect Capsule CRM, Chatrace, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Chatrace?
Frequently Asked Questions
How does Capsule CRM handle contact data during synchronization?
Frequently Asked Questions
How does Chatrace manage subscriber data in this integration?
Frequently Asked Questions
Can I automate Capsule CRM and Chatrace without any coding skills?
Frequently Asked Questions
Is the Capsule CRM and Chatrace integration free?
Frequently Asked Questions
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You Can Also Connect Capsule CRM or Chatrace With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
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Chatrace
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Sync Chatrace with marketing platforms, helpdesks, and analytics tools to enhance customer communication and support.
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Chatrace Integrations arrow right
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