Capsule CRM + Createtos Integration

Connect Capsule CRM to Createtos 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
  • Createtos
    Contact is created or updated in Createtos Instant
  • Createtos
    Form response is created in Createtos Instant
  • Createtos
    Order is created in Createtos Instant
  • Createtos
    Order is updated in Createtos Instant
  • Createtos
    Product is created in Createtos Instant
  • Createtos
    Product is updated in Createtos Instant
  • Createtos
    Booking is created in Createtos Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Createtos Integration

Just click on the workflow you want to automate

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

Create Capsule CRM opportunity for new Createtos 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 Createtos, 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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Createtos + Capsule CRM Integration

Create Capsule CRM task for new Createtos 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 Createtos 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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Createtos + Capsule CRM Integration

Create Capsule CRM person for new Createtos form submission

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

Create Capsule CRM person for new Createtos contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Createtos contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Createtos + Capsule CRM Integration

Create Capsule CRM opportunity for new Createtos contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Createtos. Just connect your accounts, and every time a new contact is created in Createtos, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Createtos + Capsule CRM Integration

Create Capsule CRM person from new Createtos order

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

Create Capsule CRM task for new Createtos 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 Createtos 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 Createtos form submission received today - your customers will thank you for it!
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Createtos + Capsule CRM Integration

Create Capsule CRM opportunity for new Createtos form submission

Integrating your Capsule CRM with your Createtos, 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 Createtos - 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.
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Createtos + Capsule CRM Integration

Create Capsule CRM task for new Createtos contact

Capsule CRM and Createtos are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Createtos integration, you can automatically create task in Capsule CRM whenever a new contact is created in Createtos.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Createtos Automations from
Integrately Community

Most popularmost-popular-automations
01
Createtos logo
CompanyHub logo
Create CompanyHub record for new Createtos form submission
02
Createtos logo
Salesforce logo
Create Salesforce record for new Createtos form submission
03
Createtos logo
Zoho CRM logo
Create Zoho CRM module for new Createtos form submission
04
Createtos logo
Notion logo
Create Notion database item for new Createtos form submission
05
Createtos logo
Stackby logo
Create Stackby row for new Createtos form submission
cloud
Createtos
app integration
06
Createtos logo
Zoho Sheet logo
Create Zoho Sheet row for new Createtos form submission
07
Createtos logo
Google Chat logo
Send Google Chat message for new Createtos contact
08
Createtos logo
Braintree logo
Create Braintree customer from new Createtos form submission
09
Createtos logo
Fluid Pay logo
Create Fluid Pay contact from new Createtos form submission
10
Createtos logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Createtos form submission
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2
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3
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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.
Createtos
Createtos
Createtos is an all-in-one platform to create professional websites, build sales funnels, create online courses, landing pages, and more. It also provides built-in email marketing and automation tools, and an integrated CRM.