Capsule CRM + ServeManager Integration

Connect Capsule CRM to ServeManager in 1 click

Integrate Capsule CRM + ServeManager For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Capsule CRM + ServeManager Workflows

Create ServeManager company for new Capsule CRM organisation

Capsule CRM + ServeManager Integration

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Create Capsule CRM organisation for new ServeManager company

ServeManager + Capsule CRM Integration

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Create Your Own Capsule CRM & ServeManager Integration Without Any Code

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
Job is created in ServeManager
Attempt is logged in ServeManager
Affidavit is created in ServeManager
Company is created in ServeManager
Invoice is issued in ServeManager

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
Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager

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You Can Also Connect Capsule CRM or ServeManager 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

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations