Capsule CRM + ConvertCreator Integration

Connect Capsule CRM to ConvertCreator - 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 ConvertCreator automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Capsule CRM & ConvertCreator using Integrately.
Get Started For Free Free forever. Use premium features free for 14 days.

Ready Workflows For Capsule CRM + ConvertCreator Integration

Just click on the workflow you want to automate
most-popular-automations
ConvertCreator + Capsule CRM Integration

Create Capsule CRM person from new ConvertCreator order

As an online store owner, you're likely using ConvertCreator 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 ConvertCreator 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.
See more
ConvertCreator + Capsule CRM Integration

Create Capsule CRM person for new ConvertCreator form submission

When someone completes your ConvertCreator, 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 ConvertCreator is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a ConvertCreator - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
See more
ConvertCreator + Capsule CRM Integration

Create Capsule CRM opportunity for new ConvertCreator form submission

Integrating your Capsule CRM with your ConvertCreator, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This ConvertCreator - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
ConvertCreator + Capsule CRM Integration

Create Capsule CRM task for new ConvertCreator form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new ConvertCreator form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new ConvertCreator form submission received today - your customers will thank you for it!
See more
ConvertCreator + Capsule CRM Integration

Create Capsule CRM task for new ConvertCreator 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 ConvertCreator 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!
See more
ConvertCreator + Capsule CRM Integration

Create Capsule CRM opportunity for new ConvertCreator 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 ConvertCreator, 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.
See more
  • 1of4

Create Your Own Capsule CRM & ConvertCreator Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Capsule CRM + ConvertCreator 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
  • ConvertCreator
    Order is created in ConvertCreator Instant
  • ConvertCreator
    Order is updated in ConvertCreator Instant
  • ConvertCreator
    Contact is created or updated in ConvertCreator Instant
  • ConvertCreator
    Form response is created in ConvertCreator Instant
  • ConvertCreator
    Product is created in ConvertCreator Instant
  • ConvertCreator
    Product is updated in ConvertCreator Instant
  • ConvertCreator
    Booking is created in ConvertCreator 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
  • ConvertCreator
    Delete contact in ConvertCreator
  • ConvertCreator
    Create contact in ConvertCreator
  • ConvertCreator
    Create product in ConvertCreator
  • ConvertCreator
    Update contact in ConvertCreator
  • ConvertCreator
    Search contact in ConvertCreator
  • ConvertCreator
    Update product in ConvertCreator
  • ConvertCreator
    Search product in ConvertCreator
  • ConvertCreator
    Delete member group in ConvertCreator
  • ConvertCreator
    Create member group in ConvertCreator
  • ConvertCreator
    Update member group in ConvertCreator
  • ConvertCreator
    Create member in ConvertCreator
  • ConvertCreator
    Delete member in ConvertCreator
  • ConvertCreator
    Update member in ConvertCreator
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Capsule CRM & ConvertCreator 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!

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support