Capsule CRM + HappyFox Integration

Connect Capsule CRM to HappyFox in 1 click

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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
  • HappyFox
    Task is completed in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Ticket is created in HappyFox Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + HappyFox Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyFox + Capsule CRM Integration

Create Capsule CRM person from new HappyFox 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 + HappyFox Integration

Create HappyFox 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 HappyFox 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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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 HappyFox Automations from
Integrately Community

Most popularmost-popular-automations
01
HappyFox logo
Google Sheets logo
Create Google Sheets row for new HappyFox ticket
02
HappyFox logo
HubSpot logo
Create HubSpot deal for new HappyFox ticket
03
HappyFox logo
HubSpot logo
Create HubSpot task for new HappyFox ticket
04
HappyFox logo
HubSpot logo
Create HubSpot contact from new HappyFox ticket
05
HubSpot logo
HappyFox logo
Create HappyFox ticket for new HubSpot contact
cloud
HappyFox
app integration
06
Pipeliner Cloud logo
HappyFox logo
Create HappyFox ticket for new Pipeliner Cloud contact
07
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new HappyFox ticket
08
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact from new HappyFox ticket
09
Form-Data logo
HappyFox logo
Create HappyFox ticket for new Form-Data form submission
10
Force Manager logo
HappyFox logo
Create HappyFox ticket for new Force Manager contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or HappyFox With 1400+ Other Apps

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.
HappyFox
HappyFox
HappyFox is a robust help desk and customer support software that streamlines ticket management, improves collaboration, and enhances customer satisfaction. Simplify your support process with HappyFox’s all-in-one platform.