Capsule CRM + CompanyHub Integration

Connect Capsule CRM to CompanyHub in 1 click

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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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + CompanyHub Integration

Just click on the workflow you want to automate

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

Create Capsule CRM person for new CompanyHub record

Automatically creating Capsule CRM person records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
CompanyHub + Capsule CRM Integration

Create Capsule CRM person for new CompanyHub contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CompanyHub - Capsule CRM integration, anytime a new CompanyHub contact is created, an Capsule CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Capsule CRM + CompanyHub Integration

Create CompanyHub contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - CompanyHub integration, anytime a new Capsule CRM person is created, an CompanyHub contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Capsule CRM + CompanyHub Integration

Create CompanyHub record for new Capsule CRM person

When a new person is created in your Capsule CRM, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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CompanyHub + Capsule CRM Integration

Create Capsule CRM opportunity from new CompanyHub contact

Anytime a new contact is created in your CompanyHub, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This CompanyHub - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Capsule CRM + CompanyHub Integration

Create CompanyHub deal from new Capsule CRM person

Anytime a new person is created in your Capsule CRM, a new deal will automatically be created in your CompanyHub. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Capsule CRM - CompanyHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular CompanyHub Automations from
Integrately Community

Most popularmost-popular-automations
01
CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
02
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
03
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
04
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
05
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
cloud
CompanyHub
app integration
06
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
07
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
08
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
09
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
10
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or CompanyHub With 1400+ Other Apps

Capsule CRM
Capsule CRM
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.
CompanyHub
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.