Capsule CRM + Groove Integration

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Popular Capsule CRM + Groove Workflows

Create Groove ticket for new Capsule CRM person

Capsule CRM + Groove Integration

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Create Groove 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 Groove 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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Create Custom Workflow

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Agent is created in Groove
Agent has replied in Groove Instant
Agent is invited in Groove Instant
Agent is archived in Groove Instant
Ticket is closed in Groove Instant
Ticket is started in Groove Instant
Ticket is opened in Groove Instant
Ticket is assigned in Groove Instant
Ticket is moved in Groove Instant
Ticket priority is changed in Groove Instant
Ticket is tagged in Groove Instant
Ticket is deleted in Groove Instant
Ticket is state changed in Groove Instant
Customer is added in Groove Instant
Customer is replied in Groove Instant
Note is added in Groove Instant

Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create ticket in Groove
Search ticket assignee in Groove
Search state of ticket in Groove
Update ticket state in Groove
Update ticket assignee in Groove
Update ticket assigned group in Groove
Add tag to a ticket in Groove
Replace all tags to a ticket in Groove
Search customer by email in Groove
Create group in Groove
Search agent by email in Groove

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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

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

Groove is a simple helpdesk for SaaS and eCommerce businesses. It helps you manage all your customer support requests in one place and provide better customer support, improving your overall business.

See Groove Integrations