Capsule CRM + Saleshandy Integration

Connect Capsule CRM to Saleshandy in 1 click

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Popular Capsule CRM + Saleshandy Workflows

Create Saleshandy prospect for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Saleshandy 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 prospect will automatically be created in Saleshandy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Person is created in Capsule CRM > Check condition > Add prospect to a sequence in Saleshandy

Capsule CRM + Saleshandy Integration

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Create Custom Workflow

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

Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Add prospect to a sequence in Saleshandy
Get verification status of email in Saleshandy

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Integrate Capsule CRM & Saleshandy In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Saleshandy 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

Saleshandy is the perfect tool for anyone looking to improve their cold emailing skills and boost their chances of getting a response. It helps craft personalized, spam-free messages that will get noticed by your potential customers.

See Saleshandy Integrations