Capsule CRM + Cloudstream Funnels Integration

Connect Capsule CRM to Cloudstream Funnels - 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. Set up Cloudstream Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Capsule CRM & Cloudstream Funnels using Integrately.
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most-popular-automations
Cloudstream Funnels + Capsule CRM Integration

Create Capsule CRM person for new Cloudstream Funnels form submission

When someone completes your Cloudstream Funnels, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Cloudstream Funnels is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Cloudstream Funnels - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Cloudstream Funnels + Capsule CRM Integration

Create Capsule CRM task for new Cloudstream Funnels event

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an event is created in your Cloudstream Funnels account.

With the help of this integration, when an event is created, a task will be automatically created in Capsule CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Cloudstream Funnels + Capsule CRM Integration

Create Capsule CRM opportunity for new Cloudstream Funnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Capsule CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cloudstream Funnels, it will trigger a corresponding opportunity creation in Capsule CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Capsule CRM + Cloudstream Funnels 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
  • Cloudstream Funnels
    Order is created in Cloudstream Funnels

    Triggers the automation whenever a new order is created

    Instant
  • Cloudstream Funnels
    Order is updated in Cloudstream Funnels

    Triggers the automation whenever any order is updated

    Instant
  • Cloudstream Funnels
    Form response is created in Cloudstream Funnels

    Triggers the automation whenever a form is filled

    Instant
  • Cloudstream Funnels
    Contact is created or updated in Cloudstream Funnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • Cloudstream Funnels
    Product is updated in Cloudstream Funnels

    Triggers the automation whenever a product is updated

    Instant
  • Cloudstream Funnels
    Product is created in Cloudstream Funnels

    Triggers the automation whenever a new product is created

    Instant
  • Cloudstream Funnels
    Booking is created in Cloudstream Funnels

    Triggers the automation whenever a new booking is created

    Instant
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

  • Cloudstream Funnels
    Create member in Cloudstream Funnels

    Automatically adds a new member to the system

  • Cloudstream Funnels
    Create contact in Cloudstream Funnels

    Automatically adds a new contact to the database

  • Cloudstream Funnels
    Create product in Cloudstream Funnels

    Automatically generates and launch new products

  • Cloudstream Funnels
    Delete contact in Cloudstream Funnels

    Automatically removes a contact from the address book

  • Cloudstream Funnels
    Search contact in Cloudstream Funnels

    Automatically finds and retrieves contact information

  • Cloudstream Funnels
    Update contact in Cloudstream Funnels

    Automatically updates contact information with new details

  • Cloudstream Funnels
    Update product in Cloudstream Funnels

    Automatically updates product information

  • Cloudstream Funnels
    Update member group in Cloudstream Funnels

    Automatically updates the particular member group

  • Cloudstream Funnels
    Create member group in Cloudstream Funnels

    Automatically creates a new group of members

  • Cloudstream Funnels
    Delete member group in Cloudstream Funnels

    Automatically deletes a member group

  • Cloudstream Funnels
    Search product in Cloudstream Funnels

    Automatically searches for a product

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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Integrate Capsule CRM & Cloudstream Funnels 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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You Can Also Connect Capsule CRM or Cloudstream Funnels 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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Cloudstream Funnels is a drag-and-drop website builder that helps create modern websites, landing pages, sales funnels, e-commerce stores, and blogs – all with no coding. It is the only tool you will need for creating powerful online marketing funnels.

See Cloudstream Funnels Integrations

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