Capsule CRM + Heartbeat Integration

Connect Capsule CRM to Heartbeat - 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. Leverage Heartbeat automations to schedule posts, analyze performance, engage with your audience, and enhance your marketing strategy. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Heartbeat using Integrately.
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Ready Workflows For Capsule CRM + Heartbeat Integration

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Capsule CRM + Heartbeat Integration

Send Heartbeat message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - Heartbeat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + Heartbeat Integration

Send Heartbeat message for new Capsule CRM task

With this Capsule CRM - Heartbeat integration, whenever a new task is created in Capsule CRM, message will be sent via Heartbeat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + Heartbeat Integration

Send Heartbeat message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Create Your Own Capsule CRM & Heartbeat Integration Without Any Code

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Capsule CRM + Heartbeat 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
  • Heartbeat
    User is created in Heartbeat

    Triggers the automation whenever a new user is created

  • Heartbeat
    Thread is created in Heartbeat

    Triggers the automation whenever a new thread is created

  • Heartbeat
    Event is created in Heartbeat

    Triggers the automation whenever a new event is created

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

  • Heartbeat
    Invite users in Heartbeat

    Automatically sends out invitations to selected users to join your platform

  • Heartbeat
    Add user to group in Heartbeat

    Automatically adds a user to a group

  • Heartbeat
    Find user in Heartbeat

    Automatically locate and display user information with

  • Heartbeat
    Deactivate user in Heartbeat

    Automatically disable user access and permissions

  • Heartbeat
    Remove user from group in Heartbeat

    Automatically removes a user from a group

  • Heartbeat
    Send direct message in Heartbeat

    Automatically sends a private message to a recipient

  • Heartbeat
    Create thread in Heartbeat

    Automatically creates a new thread

  • Heartbeat
    Create group in Heartbeat

    Automatically creates a new group based on particular criteria

  • Heartbeat
    Create event in Heartbeat

    Automatically adds a new contact to the contact list

  • Heartbeat
    Create channel in Heartbeat

    Automatically creates a new channel

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & Heartbeat 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 Heartbeat 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.

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Heartbeat is the best way to bring your community together! It helps you host conversations, events, content, and more on your domain. A perfect way to connect with like-minded people and create meaningful connections.

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