Capsule CRM + Cliengo Integration

Connect Capsule CRM to Cliengo - 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. With Cliengo automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Capsule CRM & Cliengo using Integrately.

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Ready Workflows For Capsule CRM + Cliengo Integration

Just click on the workflow you want to automate

Create Cliengo user for new Capsule CRM person

Capsule CRM + Cliengo Integration

Activate

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Create Your Own Capsule CRM & Cliengo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Customer is created in Cliengo
Triggers the automation whenever a new customer is created
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create customer in Cliengo
Automatically adds a new customer to the database
Update customer in Cliengo
Automatically updates a customer's information
Search customer in Cliengo
Automatically locate and retrieve customer information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate Capsule CRM & Cliengo In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

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

Cliengo is a chatbot that converts your visitors into leads, automatically and 24/7. It's your own personal sales rep always on duty! Their chatbots work non-stop and always give the best customer service available.

See Cliengo Integrations