Capsule CRM + NationBuilder Integration

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

Make use of Capsule CRM and NationBuilder automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Capsule CRM & NationBuilder using Integrately.
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Capsule CRM + NationBuilder Integration

Create NationBuilder contact 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 - NationBuilder integration, anytime a new Capsule CRM person is created, an NationBuilder contact 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.
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NationBuilder + Capsule CRM Integration

Create Capsule CRM opportunity from new NationBuilder contact

Anytime a new contact is created in your NationBuilder, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This NationBuilder - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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NationBuilder + Capsule CRM Integration

Create Capsule CRM person for new NationBuilder contact

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 NationBuilder - Capsule CRM integration, anytime a new NationBuilder contact is created, an Capsule CRM person 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.
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NationBuilder + Capsule CRM Integration

Create Capsule CRM task for new NationBuilder contact

In NationBuilder, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + NationBuilder 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
  • NationBuilder
    New contact is created in NationBuilder
  • NationBuilder
    Person is updated in NationBuilder
  • NationBuilder
    New person is added in NationBuilder
  • NationBuilder
    New event is created in NationBuilder
  • NationBuilder
    New donation is created in NationBuilder
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
  • NationBuilder
    Create logged contact in NationBuilder
  • NationBuilder
    Search logged contact in NationBuilder
  • NationBuilder
    Create event RSVP in NationBuilder
  • NationBuilder
    Create event in NationBuilder
  • NationBuilder
    Create person in NationBuilder
  • NationBuilder
    Update person in NationBuilder
  • NationBuilder
    Search person in NationBuilder
  • NationBuilder
    Award political capital in NationBuilder
  • NationBuilder
    Create donation in NationBuilder
  • NationBuilder
    Create private note in NationBuilder
  • NationBuilder
    Delete tag in NationBuilder
  • NationBuilder
    Create membership in NationBuilder
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