Capsule CRM + SimplyMeet.me Integration

Connect Capsule CRM to SimplyMeet.me - 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. Leverage SimplyMeet.me automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Get the best of both with Integrately’s Capsule CRM + SimplyMeet.me integration.
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SimplyMeet.me + Capsule CRM Integration

Create Capsule CRM task for new SimplyMeet.me meeting

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an meeting is created in your SimplyMeet.me account.

With the help of this integration, when an meeting is created, a task will be automatically created in Capsule CRM and will include the details of the meeting (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new meeting. You can then simply assign the task to someone on your team and they can get started!
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SimplyMeet.me + Capsule CRM Integration

Create Capsule CRM opportunity for new SimplyMeet.me meeting

In your business, you may need to track when someone is invited to an meeting. You can do this by creating a opportunity in Capsule CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an meeting is created in SimplyMeet.me, it will trigger a corresponding opportunity creation in Capsule CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Capsule CRM + SimplyMeet.me Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation when a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation when a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation when a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation when any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation when any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation when a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation when any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation when a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation when any organization's profile is modified

    Instant
  • SimplyMeet.me
    Meeting is scheduled in SimplyMeet.me

    Triggers the automation when a meeting is scheduled

    Instant
  • SimplyMeet.me
    Meeting is canceled in SimplyMeet.me

    Triggers the automation when a meeting is canceled

    Instant
  • SimplyMeet.me
    Meeting is rescheduled in SimplyMeet.me

    Triggers the automation when a meeting is rescheduled

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Searches for a milestone

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & SimplyMeet.me 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!

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You Can Also Connect Capsule CRM or SimplyMeet.me With 1200+ Other Apps

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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
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SimplyMeet.me lets you search for open slots in meetings and pick the best time to join. It is an intelligent scheduling assistant that optimizes your meeting schedule simply by dragging and dropping available slots.

See SimplyMeet.me Integrations

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