Capsule CRM + Pronnel Integration

Connect Capsule CRM to Pronnel - 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. Make use of Pronnel automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Capsule CRM + Pronnel integration.
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Capsule CRM + Pronnel Integration

Create Pronnel item for new Capsule CRM person

Capsule CRM and Pronnel are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a item in Pronnel? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + Pronnel Integration

Create Pronnel item for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Pronnel is a great tool for this.

All you need to do is - integrate Pronnel with Capsule CRM to create item in Pronnel automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Pronnel Integration

Create Pronnel item for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Pronnel to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Pronnel, creating item in Pronnel is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding item in Pronnel to keep your team up-to-date.
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Capsule CRM + Pronnel 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
  • Pronnel
    Item is commented in Pronnel Instant
  • Pronnel
    Item is created in Pronnel Instant
  • Pronnel
    Item is updated in Pronnel Instant
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
  • Pronnel
    Create comment in Pronnel
  • Pronnel
    Create item in Pronnel
  • Pronnel
    Search item in Pronnel
  • Pronnel
    Update item in Pronnel
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Integrate Capsule CRM & Pronnel 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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