Capsule CRM + GoSquared Integration

Connect Capsule CRM to GoSquared - 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 GoSquared automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Capsule CRM + GoSquared integration.
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Ready Workflows For Capsule CRM + GoSquared Integration

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most-popular-automations
GoSquared + Capsule CRM Integration

Create Capsule CRM opportunity for new GoSquared user

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

Create Capsule CRM task for new GoSquared user

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

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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GoSquared + Capsule CRM Integration

Create Capsule CRM person for new GoSquared user

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 GoSquared user 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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Capsule CRM + GoSquared Integration

Create GoSquared user for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use GoSquared to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding user will automatically be created in GoSquared.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + GoSquared 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
  • GoSquared
    User entered smart group in GoSquared

    Triggers the automation whenever a user enters a particular smart group

    Instant
  • GoSquared
    User exited smart group in GoSquared

    Triggers the automation whenever a user exits a smart group

    Instant
  • GoSquared
    Live chat message is created in GoSquared

    Triggers the automation whenever a new message has been sent in a live chat session

    Instant
  • GoSquared
    Traffic spikes in GoSquared

    Triggers the automation whenever a traffic spike occurs

    Instant
  • GoSquared
    Traffic dips in GoSquared

    Triggers the automation whenever a traffic dip occurs

    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

  • GoSquared
    Create or Update Profile in GoSquared

    Automatically generates a new invoice

  • GoSquared
    Track event in GoSquared

    Automatically record and monitor the progress of an event

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & GoSquared In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Capsule CRM or GoSquared With 1200+ Other Apps

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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.

See Capsule CRM Integrations
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GoSquared offers powerful customer analytics and reporting tools that help you understand your customers better. We help you track and analyse incoming traffic, measure growth and conversions, and see which of your marketing efforts are paying off.

See GoSquared Integrations

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