Capsule CRM + Freshservice Integration

Connect Capsule CRM to Freshservice - 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. With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Capsule CRM & Freshservice using Integrately.
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Capsule CRM + Freshservice Integration

Create Freshservice ticket for new Capsule CRM opportunity

Capsule CRM is a great tool for managing customer relationships. However, when an opportunity is created in Capsule CRM, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshservice whenever an opportunity is created in Capsule CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Freshservice + Capsule CRM Integration

Create Capsule CRM person from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Capsule CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Capsule CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Capsule CRM.

This makes it easy to keep track of your support tickets and persons in one place.
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Capsule CRM + Freshservice Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation when a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation when a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation when a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation when any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation when a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation when any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation when a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation when any organization's profile is modified

    Instant
  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation when a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation when a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation when a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation when a requester is updated

2.
  • Capsule CRM
    Create person in Capsule CRM

    Generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Searches for a milestone

  • Freshservice
    Create ticket in Freshservice

    Generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Retrieves a requester's information using their unique id

  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

    Retrieves a group by its id

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