Capsule CRM + Funnel Premium Integration

Connect Capsule CRM to Funnel Premium - 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. Set up Funnel Premium automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Capsule CRM + Funnel Premium integration.
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Ready Workflows For Capsule CRM + Funnel Premium Integration

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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 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 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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Capsule CRM + Funnel Premium Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Funnel Premium
    Form response is created in Funnel Premium

    Triggers the automation whenever a form is filled

    Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium

    Triggers the automation whenever a contact is created or updated

    Instant
  • Funnel Premium
    Order is created in Funnel Premium

    Triggers the automation whenever a new order is created

    Instant
  • Funnel Premium
    Order is updated in Funnel Premium

    Triggers the automation whenever any order is updated

    Instant
  • Funnel Premium
    Product is created in Funnel Premium

    Triggers the automation whenever a new product is created

    Instant
  • Funnel Premium
    Product is updated in Funnel Premium

    Triggers the automation whenever a product is updated

    Instant
  • Funnel Premium
    Booking is created in Funnel Premium

    Triggers the automation whenever a new booking is created

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Funnel Premium
    Create member in Funnel Premium

    Automatically adds a new member to the system

  • Funnel Premium
    Delete member in Funnel Premium

    Automatically removes a member from the system

  • Funnel Premium
    Update member in Funnel Premium

    Automatically updates a member's information

  • Funnel Premium
    Search contact in Funnel Premium

    Automatically finds and retrieves contact information

  • Funnel Premium
    Delete contact in Funnel Premium

    Automatically removes a contact from the address book

  • Funnel Premium
    Update contact in Funnel Premium

    Automatically updates contact information with new details

  • Funnel Premium
    Create contact in Funnel Premium

    Automatically adds a new contact to the database

  • Funnel Premium
    Create product in Funnel Premium

    Automatically generates and launch new products

  • Funnel Premium
    Update product in Funnel Premium

    Automatically updates product information

  • Funnel Premium
    Search product in Funnel Premium

    Automatically searches for a product

  • Funnel Premium
    Create member group in Funnel Premium

    Automatically creates a new group of members

  • Funnel Premium
    Update member group in Funnel Premium

    Automatically updates the particular member group

  • Funnel Premium
    Delete member group in Funnel Premium

    Automatically deletes a member group

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Capsule CRM & Funnel Premium In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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