Capsule CRM + FastSpring Integration

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Popular Capsule CRM + FastSpring Workflows

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FastSpring + Capsule CRM Integration

Create Capsule CRM person from new FastSpring order

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

Create Capsule CRM person from new FastSpring charge

If you've been using FastSpring to power your online payments, you'll be happy to know that integration with Capsule CRM will make it even easier for you to keep track of your payments and person.

With this integration, when a charge is added in FastSpring, a person will automatically be created in Capsule CRM. This makes it easy to keep track of your payments and person data all in one place.

So if you're already using FastSpring and Capsule CRM, be sure to check it out!
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FastSpring + Capsule CRM Integration

Create Capsule CRM task for new FastSpring charge

If you're using FastSpring to process your payments, you can easily create task in Capsule CRM for each charge. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each charge will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your FastSpring and Capsule CRM accounts, and we'll take care of the rest!
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FastSpring + Capsule CRM Integration

Create Capsule CRM opportunity from new FastSpring charge

If you use FastSpring to process payments, you can now use this integration to create opportunity in Capsule CRM right from the charge screen.

This will save you time by automatically creating a opportunity for each charge made through FastSpring. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Capsule CRM + FastSpring 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
  • FastSpring
    Order is completed in FastSpring Instant
  • FastSpring
    Order is failed in FastSpring Instant
  • FastSpring
    Subscription charge is completed in FastSpring Instant
  • FastSpring
    Subscription charge is failed in FastSpring Instant
  • FastSpring
    Mailing list entry is updated in FastSpring Instant
  • FastSpring
    Mailing list entry is removed in FastSpring Instant
  • FastSpring
    Payout entry is created in FastSpring Instant
  • FastSpring
    Subscription payment reminder in FastSpring Instant
  • FastSpring
    Subscription trial reminder in FastSpring Instant
  • FastSpring
    Return is created in FastSpring Instant
  • FastSpring
    Subscription is activated in FastSpring Instant
  • FastSpring
    Subscription is updated in FastSpring Instant
  • FastSpring
    Subscription is deactivated in FastSpring Instant
  • FastSpring
    Subscription is canceled in FastSpring Instant
  • FastSpring
    Subscription is uncanceled in FastSpring 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
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