Capsule CRM + Order Desk Integration

Connect Capsule CRM to Order Desk - Automate your workflows in 1-click

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Ready workflows for Capsule CRM + Order Desk Integration

Just click on the workflow you want to automate

Create Order Desk order for new Capsule CRM opportunity

Capsule CRM + Order Desk Integration

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Create Capsule CRM person from new Order Desk order

As an online store owner, you're likely using Order Desk 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 Order Desk 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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Create Capsule CRM task for new Order Desk order

Order Desk + Capsule CRM Integration

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Create Your Own Capsule CRM & Order Desk Integration Without Any Code

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

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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
Order is created in Order Desk
Order folder is changed in Order Desk

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 order in Order Desk
Add note to order in Order Desk
Set the checkout data or metadata of an order in Order Desk
Add shipment to order in Order Desk
Change folder of order in Order Desk
Change tag of order in Order Desk

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Capsule CRM & Order Desk 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 & Order Desk 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 Order Desk 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

Order Desk allows you to design your own workflow for order creation and management. Our software gives you all the tools and features to boost your productivity, increase sales and reduce errors.

See Order Desk Integrations