Capsule CRM + Process Street Integration
Connect Capsule CRM to Process Street in 1 click
Free forever.Use premium features free for 14 days.1.
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
Data Set record is deleted in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
2.
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Top 10 Most Popular Capsule CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Top 10 Most Popular Process Street Automations from
Integrately Community
Most popular
01
Create ClickUp task from new Process Street workflow
02
Create task in ClickUp for Task is checked/unchecked in Process Street
03
Create ClickUp space from new Process Street workflow
04
Share new Process Street workflow via Microsoft Outlook email
05
Create module entry in Zoho CRM for Task is checked/unchecked in Process Street
06
Create TMetric task from new Process Street workflow
07
Create task in TMetric for Task is checked/unchecked in Process Street
08
Create Kintone record from new Process Street workflow
09
Create Clinked task from new Process Street workflow
10
Create Teamwork task from new Process Street workflow
Most popular
01
Create ClickUp task from new Process Street workflow
02
Create task in ClickUp for Task is checked/unchecked in Process Street
03
Create ClickUp space from new Process Street workflow
04
Share new Process Street workflow via Microsoft Outlook email
05
Create module entry in Zoho CRM for Task is checked/unchecked in Process Street
06
Create TMetric task from new Process Street workflow
07
Create task in TMetric for Task is checked/unchecked in Process Street
08
Create Kintone record from new Process Street workflow
09
Create Clinked task from new Process Street workflow
10
Create Teamwork task from new Process Street workflow
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Capsule CRM + Process Street Now 
In Just 1 Click!
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You Can Also Connect Capsule CRM or Process Street With 1400+ Other Apps
Capsule CRM
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.
Process Street
Using Process Street, you can capture repeatable processes that are key to your business. You can then leverage these workflows for training new hires or offloading them onto a virtual assistant.
