Capsule CRM + InfluencerSoft Integration

Connect Capsule CRM to InfluencerSoft in 1 click

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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
  • InfluencerSoft
    Customer is subscribed in InfluencerSoft Instant
  • InfluencerSoft
    Customer is unsubscribed in InfluencerSoft Instant
  • InfluencerSoft
    Order is created in InfluencerSoft Instant
  • InfluencerSoft
    Order is paid in InfluencerSoft Instant
  • InfluencerSoft
    Order is cancelled in InfluencerSoft Instant
  • InfluencerSoft
    Order is prepaid in InfluencerSoft Instant
  • InfluencerSoft
    Product is created in InfluencerSoft
  • InfluencerSoft
    Moneyback is requested in InfluencerSoft Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + InfluencerSoft Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Capsule CRM + InfluencerSoft Integration

Create InfluencerSoft customer for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use InfluencerSoft to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding customer will automatically be created in InfluencerSoft.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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InfluencerSoft + Capsule CRM Integration

Create Capsule CRM person from new InfluencerSoft order

As an online store owner, you're likely using InfluencerSoft to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate InfluencerSoft with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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InfluencerSoft + Capsule CRM Integration

Create Capsule CRM opportunity for new InfluencerSoft customer

This automation makes it easy to create new opportunitys in Capsule CRM when a new customer is created in InfluencerSoft. Just connect your accounts, and every time a new customer is created in InfluencerSoft, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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InfluencerSoft + Capsule CRM Integration

Create Capsule CRM task for new InfluencerSoft customer

Capsule CRM and InfluencerSoft are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - InfluencerSoft integration, you can automatically create task in Capsule CRM whenever a new customer is created in InfluencerSoft.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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InfluencerSoft + Capsule CRM Integration

Create Capsule CRM person for new InfluencerSoft customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and InfluencerSoft customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular InfluencerSoft Automations from
Integrately Community

Most popularmost-popular-automations
01
Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
02
WordPress logo
InfluencerSoft logo
Create InfluencerSoft customer for new WordPress user
03
Marquiz logo
InfluencerSoft logo
Create InfluencerSoft customer for new Marquiz lead
04
Elementor Forms logo
InfluencerSoft logo
Create InfluencerSoft customer for new Elementor Forms form submission
05
Thrive Leads logo
InfluencerSoft logo
Create InfluencerSoft customer for new Thrive Leads lead
cloud
InfluencerSoft
app integration
06
GroovePages logo
InfluencerSoft logo
Create InfluencerSoft customer for new GroovePages response
07
Autopilot logo
InfluencerSoft logo
Create InfluencerSoft customer for new Autopilot contact
08
involve.me logo
InfluencerSoft logo
Create InfluencerSoft customer for new involve.me participant
09
Convertful logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convertful form submission
10
Activechat logo
InfluencerSoft logo
Create InfluencerSoft customer for new Activechat response
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Capsule CRM
Capsule CRM
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.
InfluencerSoft
InfluencerSoft
InfluencerSoft is a complete e-commerce solution for selling digital products & courses. It helps you build your own online store, manage orders, keep track of your inventory and much more.