Capsule CRM + Funnel Premium Integration

Connect Capsule CRM to Funnel Premium in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Funnel Premium
    Form response is created in Funnel Premium Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium Instant
  • Funnel Premium
    Order is created in Funnel Premium Instant
  • Funnel Premium
    Order is updated in Funnel Premium Instant
  • Funnel Premium
    Product is created in Funnel Premium Instant
  • Funnel Premium
    Product is updated in Funnel Premium Instant
  • Funnel Premium
    Booking is created in Funnel Premium Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Funnel Premium Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Funnel Premium + Capsule CRM Integration

Create Capsule CRM opportunity for new Funnel Premium 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 Funnel Premium, 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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Funnel Premium + Capsule CRM Integration

Create Capsule CRM task for new Funnel Premium 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 Funnel Premium 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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Funnel Premium + Capsule CRM Integration

Create Capsule CRM person for new Funnel Premium form submission

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

Create Capsule CRM person for new Funnel Premium 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 Funnel Premium 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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Funnel Premium + Capsule CRM Integration

Create Capsule CRM opportunity for new Funnel Premium contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Funnel Premium. Just connect your accounts, and every time a new contact is created in Funnel Premium, 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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Funnel Premium + Capsule CRM Integration

Create Capsule CRM person from new Funnel Premium order

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

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

Create Capsule CRM opportunity for new Funnel Premium form submission

Integrating your Capsule CRM with your Funnel Premium, 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 Funnel Premium - 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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Funnel Premium + Capsule CRM Integration

Create Capsule CRM task for new Funnel Premium contact

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

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 Funnel Premium Automations from
Integrately Community

Most popularmost-popular-automations
01
Funnel Premium logo
CompanyHub logo
Create CompanyHub record for new Funnel Premium form submission
02
Funnel Premium logo
Salesforce logo
Create Salesforce record for new Funnel Premium form submission
03
Funnel Premium logo
Zoho CRM logo
Create Zoho CRM module for new Funnel Premium form submission
04
Funnel Premium logo
Notion logo
Create Notion database item for new Funnel Premium form submission
05
Funnel Premium logo
Stackby logo
Create Stackby row for new Funnel Premium form submission
cloud
Funnel Premium
app integration
06
Funnel Premium logo
Zoho Sheet logo
Create Zoho Sheet row for new Funnel Premium form submission
07
Funnel Premium logo
Google Chat logo
Send Google Chat message for new Funnel Premium contact
08
Funnel Premium logo
Braintree logo
Create Braintree customer from new Funnel Premium form submission
09
Funnel Premium logo
Fluid Pay logo
Create Fluid Pay contact from new Funnel Premium form submission
10
Funnel Premium logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Funnel Premium form submission
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2
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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.
Funnel Premium
Funnel Premium
Funnel Premium provides the easiest way to create effective funnels that convert. It has easy-to-use templates that helps create funnels in minutes, without needing a website. Just choose a template that fits your business, and voila!