Capsule CRM + Peak Funnels Integration

Connect Capsule CRM to Peak Funnels - 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 Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Capsule CRM + Peak Funnels integration.
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Ready Workflows For Capsule CRM + Peak Funnels Integration

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Peak Funnels + Capsule CRM Integration

Create Capsule CRM person from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels 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 Peak Funnels 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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Peak Funnels + Capsule CRM Integration

Create Capsule CRM task for new Peak Funnels form response

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new Peak Funnels form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new Peak Funnels form response received today - your customers will thank you for it!
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Peak Funnels + Capsule CRM Integration

Create Capsule CRM task for new Peak Funnels event

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an event is created in your Peak Funnels account.

With the help of this integration, when an event is created, a task will be automatically created in Capsule CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Peak Funnels + Capsule CRM Integration

Create Capsule CRM opportunity for new Peak Funnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Capsule CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Peak Funnels, it will trigger a corresponding opportunity creation in Capsule CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Capsule CRM + Peak Funnels Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation whenever a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation whenever a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation whenever any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation whenever a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation whenever a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation whenever a product is updated

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Peak Funnels
    Delete contact in Peak Funnels

    Automatically removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Automatically finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Automatically updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Automatically adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Automatically generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Automatically updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Automatically searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Automatically adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Automatically removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Automatically updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Automatically creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Automatically updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Automatically deletes a member group

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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in $19.99
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Integrate Capsule CRM & Peak Funnels In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

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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
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Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.

See Peak Funnels Integrations

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