Capsule CRM + Dominate Ai Integration

Connect Capsule CRM to Dominate Ai in 1 click

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Popular Capsule CRM + Dominate Ai Workflows

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Dominate Ai + Capsule CRM Integration

Create Capsule CRM opportunity from new Dominate Ai contact

Anytime a new contact is created in your Dominate Ai, 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 Dominate Ai - 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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Dominate Ai + Capsule CRM Integration

Create Capsule CRM person for new Dominate Ai 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 Dominate Ai - Capsule CRM integration, anytime a new Dominate Ai 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.
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Dominate Ai + Capsule CRM Integration

Create Capsule CRM task for new Dominate Ai contact

In Dominate Ai, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + Dominate Ai 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
  • Dominate Ai
    Account is created in Dominate Ai
  • Dominate Ai
    Lead is created in Dominate Ai
  • Dominate Ai
    Lead is converted in Dominate Ai
  • Dominate Ai
    Lead is on hold in Dominate Ai
  • Dominate Ai
    Deal is created in Dominate Ai
  • Dominate Ai
    Deal is closed in Dominate Ai
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
  • Dominate Ai
    Create contact in Dominate Ai
  • Dominate Ai
    Create task in Dominate Ai
  • Dominate Ai
    Create followup in Dominate Ai
  • Dominate Ai
    Create note in Dominate Ai
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