Capsule CRM + SharpSpring Integration

Connect Capsule CRM to SharpSpring - 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. Set up SharpSpring automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Capsule CRM + SharpSpring integration.

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Ready Workflows For Capsule CRM + SharpSpring Integration

Just click on the workflow you want to automate

Create SharpSpring contact for new Capsule CRM person

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

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

Activate

Update SharpSpring contact from new Capsule CRM person

Capsule CRM + SharpSpring Integration

Activate

When Person is created in Capsule CRM > Check condition > Create contact in SharpSpring

Capsule CRM + SharpSpring Integration

Activate

1of1

Create Your Own Capsule CRM & SharpSpring Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
Contact is created in SharpSpring
Triggers the automation whenever a new contact is created
Account is created in SharpSpring
Triggers the automation whenever a new account is created
Opportunity is created in SharpSpring
Triggers the automation whenever any opportunity is updated

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Create contact in SharpSpring
Automatically adds a new contact to the database
Update contact in SharpSpring
Automatically updates contact information with new details
Search contact in SharpSpring
Automatically finds and retrieves contact information
Create account in SharpSpring
Automatically generates a new account
Search account in SharpSpring
Automatically searches for account information
Update account in SharpSpring
Automatically updates account information
Create opportunity in SharpSpring
Automatically creates a new instance of the support system
Update opportunity in SharpSpring
Automatically updates the opportunity details as needed
Create campaign in SharpSpring
Automatically generates and launch a new marketing campaign
Search campaign in SharpSpring
Automatically searches for a campaign

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Integrate Capsule CRM & SharpSpring In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or SharpSpring 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

SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.

See SharpSpring Integrations