Capsule CRM + Jumppl Integration

Connect Capsule CRM to Jumppl - 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 Jumppl automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Capsule CRM + Jumppl integration.

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Ready Workflows For Capsule CRM + Jumppl Integration

Just click on the workflow you want to automate

Create Jumppl task for new Capsule CRM person

Capsule CRM and Jumppl are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in Jumppl? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Jumppl task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Jumppl is a great tool for this.

All you need to do is - integrate Jumppl with Capsule CRM to create task in Jumppl automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.

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Create Jumppl task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Jumppl to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Jumppl, creating task in Jumppl is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Jumppl to keep your team up-to-date.

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Create Jumppl task for updated Capsule CRM person

Capsule CRM + Jumppl Integration

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When Person is created in Capsule CRM > Check any condition > Create task in Jumppl

Capsule CRM + Jumppl Integration

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Create Your Own Capsule CRM & Jumppl Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create task in Jumppl
Automatically creates a new task
Create project in Jumppl
Automatically creates a new project

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Capsule CRM & Jumppl In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Jumppl With 1200+ Other Apps

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.

See Capsule CRM Integrations

Jumppl is the ultimate project management tool for small businesses, freelancers and entrepreneurs. Manage your projects like never before with it's separate client portals, invoicing, staff monitoring, task monitoring and team chat.

See Jumppl Integrations

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Capsule CRM + Jumppl Integration

Connect Capsule CRM to Jumppl - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Jumppl Integration

Create Jumppl task for new Capsule CRM person

Create Jumppl task for new Capsule CRM task

Create Jumppl task for new Capsule CRM opportunity

Create Jumppl task for updated Capsule CRM person

When Person is created in Capsule CRM > Check any condition > Create task in Jumppl

Create Your Own Capsule CRM & Jumppl Integration Without Any Code

Integrate Capsule CRM & Jumppl In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Jumppl With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Capsule CRM + Jumppl Integration

Connect Capsule CRM to Jumppl - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Jumppl Integration

Create Jumppl task for new Capsule CRM person

Create Jumppl task for new Capsule CRM task

Create Jumppl task for new Capsule CRM opportunity

Create Jumppl task for updated Capsule CRM person

When Person is created in Capsule CRM > Check any condition > Create task in Jumppl

Create Your Own Capsule CRM & Jumppl Integration Without Any Code

Integrate Capsule CRM & Jumppl In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Jumppl With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Capsule CRM & Jumppl In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.