Capsule CRM + Pendo Feedback Integration

Connect Capsule CRM to Pendo Feedback - 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 Pendo Feedback automations to streamline inspection workflows, generate detailed reports, and gain valuable insights from inspection data. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Pendo Feedback using Integrately.
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Pendo Feedback + Capsule CRM Integration

Create Capsule CRM person for new Pendo Feedback request

When someone completes your Pendo Feedback, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the request and turn them into a customer!

Plus, all of the information from the Pendo Feedback is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Pendo Feedback - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Pendo Feedback + Capsule CRM Integration

Create Capsule CRM task for new Pendo Feedback request

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 Pendo Feedback requests 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 Pendo Feedback request received today - your customers will thank you for it!
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Pendo Feedback + Capsule CRM Integration

Create Capsule CRM opportunity for new Pendo Feedback request

Integrating your Capsule CRM with your Pendo Feedback, can help you automatically create new opportunitys based on requests recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Pendo Feedback - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Capsule CRM + Pendo Feedback 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
  • Pendo Feedback
    Request is created in Pendo Feedback

    Triggers the automation whenever a new request is created

    Instant
  • Pendo Feedback
    Request status is changed in Pendo Feedback

    Triggers the automation whenever the status of a request is updated

    Instant
  • Pendo Feedback
    Comment is added to a request in Pendo Feedback

    Triggers the automation whenever a comment is added to a request

    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

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Integrate Capsule CRM & Pendo Feedback In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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