Capsule CRM + Humanitix Integration

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Popular Capsule CRM + Humanitix Workflows

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Humanitix + Capsule CRM Integration

Create Capsule CRM person for new Humanitix order

If you're using Humanitix to manage your events, you'll want to make sure that your Capsule CRM person are updated with the latest information. When a order is added to an event in Humanitix, 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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Humanitix + Capsule CRM Integration

Create Capsule CRM task for new Humanitix event

Creating a task in Capsule CRM for every event created in Humanitix can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Humanitix is often used to manage large or multi-day events, having Capsule CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Capsule CRM + Humanitix 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
  • Humanitix
    Event is created in Humanitix
  • Humanitix
    Order is created in Humanitix
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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