Capsule CRM + Myphoner Integration

Connect Capsule CRM to Myphoner - 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. Set up Myphoner automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s Capsule CRM + Myphoner integration.

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Ready Workflows For Capsule CRM + Myphoner Integration

Just click on the workflow you want to automate

Create Myphoner lead for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - Myphoner integration, anytime a new Capsule CRM person is created, an Myphoner lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Person is created in Capsule CRM > Check condition > Create lead in Myphoner

Capsule CRM + Myphoner Integration

Activate

1of1

Create Your Own Capsule CRM & Myphoner 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
Lead is archived in Myphoner
Triggers the automation whenever a lead is archived for future references
Instant
Lead is marked for call back in Myphoner
Triggers the automation whenever a lead is marked for call back
Instant
Lead is lost in Myphoner
Triggers the automation whenever lead is marked as lost
Instant
Lead is won in Myphoner
Triggers the automation whenever a lead is marked as won
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 lead in Myphoner
Automatically generates new leads for potential customers
Mark lead as won in Myphoner
Automatically marks a lead as won
Mark lead as lost in Myphoner
Automatically marks a lead as lost
Search lead by email in Myphoner
Automatically retrieves information for a particular lead using their email
Mark lead for call back in Myphoner
Automatically set a reminder to call back a lead at a later time
Search for lead in Myphoner
Automatically searches for a lead

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Integrate Capsule CRM & Myphoner 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 Myphoner 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

Myphoner is the perfect tool for sales agents to improve their workflow and lead management. It helps track your leads, create a superior workflow, and make cold calling more efficient and effective.

See Myphoner Integrations