Capsule CRM + Checkvist Integration

Connect Capsule CRM to Checkvist - 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 Checkvist automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Capsule CRM + Checkvist integration.
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Checkvist + Capsule CRM Integration

Create Capsule CRM task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Capsule CRM? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Capsule CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Capsule CRM + Checkvist Integration

Create Checkvist list for new Capsule CRM opportunity

If you're using Capsule CRM and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Capsule CRM, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Capsule CRM and Checkvist accounts and start creating opportunity!
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Capsule CRM + Checkvist Integration

Create Checkvist list for new Capsule CRM person

When you create a new person in Capsule CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Capsule CRM and Checkvist!
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Capsule CRM + Checkvist 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
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
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
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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Integrate Capsule CRM & Checkvist In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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