Capsule CRM + Myphoner Integration

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

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Ready workflows for Capsule CRM + Myphoner Integration

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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

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Capsule CRM & Myphoner

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Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Lead is archived in Myphoner Instant
Lead is marked for call back in Myphoner Instant
Lead is lost in Myphoner Instant
Lead is won in Myphoner Instant

Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create lead in Myphoner
Mark lead as winner in Myphoner
Mark lead as loser in Myphoner
Search lead by email in Myphoner
Mark lead for call back in Myphoner
Search for lead in Myphoner

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Capsule CRM & Myphoner with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Myphoner With 1100+ 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