Capsule CRM + SegMate Integration

Connect Capsule CRM to SegMate in 1 click

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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
  • SegMate
    Input received in chatbot in SegMate Instant
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + SegMate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
SegMate + Capsule CRM Integration

Create Capsule CRM person for new SegMate response

When someone completes your SegMate, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SegMate is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a SegMate - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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SegMate + Capsule CRM Integration

Create Capsule CRM opportunity for new SegMate response

Integrating your Capsule CRM with your SegMate, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This SegMate - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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SegMate + Capsule CRM Integration

Create Capsule CRM task for new SegMate response

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new SegMate responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new SegMate response received today - your customers will thank you for it!
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular SegMate Automations from
Integrately Community

Most popularmost-popular-automations
01
SegMate logo
Sendiio logo
Create Sendiio contact for new SegMate response
02
SegMate logo
ActiveCampaign logo
Create ActiveCampaign contact for new SegMate response
03
SegMate logo
GetResponse logo
Create GetResponse contact for new SegMate response
04
SegMate logo
UpViral logo
Create UpViral contact for new SegMate response
05
SegMate logo
SendFox logo
Create SendFox contact for new SegMate response
cloud
SegMate
app integration
06
SegMate logo
Online Live Support logo
Send Online Live Support message for new SegMate response
07
SegMate logo
MailerSend logo
Send MailerSend message for new SegMate response
08
SegMate logo
Telnyx logo
Send Telnyx message for new SegMate response
09
SegMate logo
SMS Idea logo
Send SMS Idea message for new SegMate response
10
SegMate logo
sms77 logo
Send sms77 message for new SegMate response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or SegMate With 1400+ Other Apps

Capsule CRM
Capsule CRM
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.
SegMate
SegMate
Using SegMate, you can build engaging conversations, add subscribers to your list, engage with customers, create surveys and quizzes, send automatic notifications, run campaigns and promotions - all through Facebook Messenger.