Capsule CRM + Heights Platform Integration

Connect Capsule CRM to Heights Platform - 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. With Heights Platform automations, you can automate course enrollment, deliver automated feedback, and manage student communication effectively. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Heights Platform using Integrately.
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Ready Workflows For Capsule CRM + Heights Platform Integration

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Create Your Own Capsule CRM & Heights Platform Integration Without Any Code

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2. Select what action you want to automate
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Capsule CRM + Heights Platform Integration
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
  • Heights Platform
    Student is created in Heights Platform Instant
  • Heights Platform
    Course is completed in Heights Platform Instant
  • Heights Platform
    Student course is completed in Heights Platform Instant
  • Heights Platform
    Order is created in Heights Platform Instant
  • Heights Platform
    Student answer is created in Heights Platform Instant
  • Heights Platform
    Project post is created in Heights Platform Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Heights Platform
    Create and enroll a student in Heights Platform
  • Heights Platform
    Grant role to student in Heights Platform
  • Heights Platform
    Unenroll a student in Heights Platform
  • Heights Platform
    Revoke bundle from student in Heights Platform
  • Heights Platform
    Revoke role from student in Heights Platform
  • Heights Platform
    Revoke course from student in Heights Platform
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Integrate Capsule CRM & Heights Platform 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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