Capsule CRM + HeySummit Integration

Connect Capsule CRM to HeySummit in 1 click

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Popular Capsule CRM + HeySummit Workflows

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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!
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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.
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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
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