Capsule CRM + SimpleTix Integration

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SimpleTix + Capsule CRM Integration

Create Capsule CRM person from new SimpleTix attendee

Creating an event in SimpleTix is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this SimpleTix - Capsule CRM integration to create a new person in Capsule CRM for each person who registers for your event through SimpleTix. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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SimpleTix + Capsule CRM Integration

Create Capsule CRM person for new SimpleTix order

If you're using SimpleTix to manage your events, you'll want to make sure that your Capsule CRM person are updated with the latest information. When a order is added to an event in SimpleTix, a new person will be created in Capsule CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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SimpleTix + Capsule CRM Integration

Create Capsule CRM task for new SimpleTix event

Creating a task in Capsule CRM for every event created in SimpleTix can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since SimpleTix is often used to manage large or multi-day events, having Capsule CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Capsule CRM + SimpleTix 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
  • SimpleTix
    Attendee is check-in in SimpleTix Instant
  • SimpleTix
    Attendee is created in SimpleTix Instant
  • SimpleTix
    Attendee is check-out in SimpleTix Instant
  • SimpleTix
    Attendee is updated in SimpleTix Instant
  • SimpleTix
    Event is created in SimpleTix Instant
  • SimpleTix
    Order is created in SimpleTix Instant
  • SimpleTix
    Order is updated in SimpleTix Instant
  • SimpleTix
    New membership is purchased in SimpleTix 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
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