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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Ready Workflows For Capsule CRM + Pronnel Integration

Just click on the workflow you want to automate

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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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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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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Create Pronnel item for updated Capsule CRM person

Capsule CRM + Pronnel Integration

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Create Your Own Capsule CRM & Pronnel Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Item is commented in Pronnel
Triggers the automation whenever a new comment is made on a item
Instant
Item is created in Pronnel
Triggers the automation whenever a new item is created
Instant
Item is updated in Pronnel
Triggers the automation whenever an item is modified
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create comment in Pronnel
Automatically generates a new comment
Create item in Pronnel
Automatically generates a new item
Search item in Pronnel
Automatically locate and retrieve particular item information
Update item in Pronnel
Automatically updates an item with new information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Capsule CRM & Pronnel In 1 Click
And Save Time & Money Both

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!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Pronnel With 1200+ 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

Pronnel is a CRM and project management platform that helps you manage business tasks, keep track of updates, and handle comments efficiently. Its intuitive tools streamline your tasks, ensure consistent communication, and enhance team collaboration

See Pronnel Integrations

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Capsule CRM + Pronnel Integration

Connect Capsule CRM to Pronnel - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Pronnel Integration

Create Pronnel item for new Capsule CRM person

Create Pronnel item for new Capsule CRM task

Create Pronnel item for new Capsule CRM opportunity

Create Pronnel item for updated Capsule CRM person

Create Your Own Capsule CRM & Pronnel Integration Without Any Code

Integrate Capsule CRM & Pronnel In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Capsule CRM + Pronnel Integration

Connect Capsule CRM to Pronnel - Automate your workflows in 1-click

Ready Workflows For Capsule CRM + Pronnel Integration

Create Pronnel item for new Capsule CRM person

Create Pronnel item for new Capsule CRM task

Create Pronnel item for new Capsule CRM opportunity

Create Pronnel item for updated Capsule CRM person

Create Your Own Capsule CRM & Pronnel Integration Without Any Code

Integrate Capsule CRM & Pronnel In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

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

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Capsule CRM & Pronnel In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.