Capsule CRM + ProveSource Integration

Connect Capsule CRM to ProveSource - 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 ProveSource automations to automatically collect and showcase positive customer reviews, testimonials, and social media mentions. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & ProveSource using Integrately.
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Ready Workflows For Capsule CRM + ProveSource Integration

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Capsule CRM + ProveSource Integration

Create ProveSource contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use ProveSource to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in ProveSource.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Capsule CRM & ProveSource Integration Without Any Code

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Capsule CRM + ProveSource 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
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
  • ProveSource
    Send event in ProveSource
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Integrate Capsule CRM & ProveSource In 1 Click
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