Capsule CRM + Prospect.io Integration

Connect Capsule CRM to Prospect.io - Automate your workflows in 1-click

Make use of Capsule CRM and Prospect.io automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Prospect.io using Integrately.
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Prospect.io + Capsule CRM Integration

Create Capsule CRM opportunity from new Prospect.io contact

Anytime a new contact is created in your Prospect.io, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Prospect.io - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Prospect.io + Capsule CRM Integration

Create Capsule CRM person for new Prospect.io contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Prospect.io - Capsule CRM integration, anytime a new Prospect.io contact is created, an Capsule CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Prospect.io + Capsule CRM Integration

Create Capsule CRM task for new Prospect.io contact

In Prospect.io, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + Prospect.io Integration

Create Prospect.io deal from new Capsule CRM person

Anytime a new person is created in your Capsule CRM, a new deal will automatically be created in your Prospect.io. This ensures that all of your deal are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Capsule CRM - Prospect.io integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Capsule CRM + Prospect.io Integration

Create Prospect.io contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - Prospect.io integration, anytime a new Capsule CRM person is created, an Prospect.io contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Capsule CRM + Prospect.io 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
  • Prospect.io
    User is created in Prospect.io
  • Prospect.io
    Deal is created in Prospect.io
  • Prospect.io
    Exclusion list item is created in Prospect.io
  • Prospect.io
    Work flow is created in Prospect.io
  • Prospect.io
    Pipeline is created in Prospect.io
  • Prospect.io
    Stage is created in Prospect.io
  • Prospect.io
    Prospect is created in Prospect.io
  • Prospect.io
    Prospect is replied in Prospect.io
  • Prospect.io
    Organization is created in Prospect.io
  • Prospect.io
    Deal is lost in Prospect.io
  • Prospect.io
    Deal is won in Prospect.io
  • Prospect.io
    List is created in Prospect.io
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
  • Prospect.io
    Create prospect in Prospect.io
  • Prospect.io
    Exclude prospect in Prospect.io
  • Prospect.io
    Update prospect in Prospect.io
  • Prospect.io
    Search prospect in Prospect.io
  • Prospect.io
    Enroll prospect in Prospect.io
  • Prospect.io
    Create deal in Prospect.io
  • Prospect.io
    Enroll deal in Prospect.io
  • Prospect.io
    Mark deal as lost in Prospect.io
  • Prospect.io
    Mark deal as won in Prospect.io
  • Prospect.io
    Move a deal in Prospect.io
  • Prospect.io
    Update deal in Prospect.io
  • Prospect.io
    Search deal in Prospect.io
  • Prospect.io
    Create organization in Prospect.io
  • Prospect.io
    Update organization in Prospect.io
  • Prospect.io
    Search organization in Prospect.io
  • Prospect.io
    Enroll organization in Prospect.io
  • Prospect.io
    Search email in Prospect.io
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Integrate Capsule CRM & Prospect.io In 1 Click
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