Capsule CRM + Chatrace Integration

Connect Capsule CRM to Chatrace in 1 click

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Popular Capsule CRM + Chatrace Workflows

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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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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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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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Capsule CRM + Chatrace 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
  • 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
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
  • 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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