Capsule CRM + HeySummit Integration

Connect Capsule CRM to HeySummit - 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. Make use of HeySummit automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & HeySummit using Integrately.
Get Started For Free Free forever. Use premium features free for 14 days.

Ready Workflows For Capsule CRM + HeySummit Integration

Just click on the workflow you want to automate
most-popular-automations
HeySummit + Capsule CRM Integration

Create Capsule CRM person from new HeySummit attendee

Creating an event in HeySummit is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this HeySummit - Capsule CRM integration to create a new person in Capsule CRM for each person who registers for your event through HeySummit. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
See more
HeySummit + Capsule CRM Integration

Create Capsule CRM person for new HeySummit ticket purchased

If you're using HeySummit to manage your events, you'll want to make sure that your Capsule CRM person are updated with the latest information. When a ticket purchased is added to an event in HeySummit, a new person will be created in Capsule CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
See more
  • 1of1

Create Your Own Capsule CRM & HeySummit Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Capsule CRM + HeySummit 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
  • HeySummit
    Attendee is added in HeySummit Instant
  • HeySummit
    Talk attendee is added in HeySummit Instant
  • HeySummit
    Ticket is purchased in HeySummit 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
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Capsule CRM & HeySummit 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!

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support