Capsule CRM + simPRO Integration

Connect Capsule CRM to simPRO - 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. Make use of simPRO automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Capsule CRM + simPRO integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Capsule CRM + simPRO Integration

Just click on the workflow you want to automate
most-popular-automations
simPRO + Capsule CRM Integration

Create Capsule CRM person for new simPRO individual customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this simPRO - Capsule CRM integration, anytime a new simPRO individual customer is created, an Capsule CRM person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Activate
simPRO + Capsule CRM Integration

Create Capsule CRM opportunity from new simPRO individual customer

Anytime a new individual customer is created in your simPRO, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right individual customer, and that you never miss an opportunity to follow up with a new lead.

This simPRO - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
Activate
simPRO + Capsule CRM Integration

Create Capsule CRM task for new simPRO individual customer

In simPRO, when you create a individual customer, it automatically creates a task in Capsule CRM for that individual customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular individual customer on their individual customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
Activate
Capsule CRM + simPRO Integration

Create simPRO individual customer for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - simPRO integration, anytime a new Capsule CRM person is created, an simPRO individual customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See more
Activate
  • 1of1

Create Your Own Capsule CRM & simPRO Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Capsule CRM + simPRO Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • simPRO
    Job is created in simPRO

    Triggers the automation whenever a new job is created

    Instant
  • simPRO
    Company customer created in simPRO

    Triggers the automation whenever a new customer is created within the company's database

    Instant
  • simPRO
    Job is updated in simPRO

    Triggers the automation whenever a job is updated

    Instant
  • simPRO
    Company customer updated in simPRO

    Triggers the automation whenever a company's customer information is updated

    Instant
  • simPRO
    Site is created in simPRO

    Triggers the automation whenever a new site is created

    Instant
  • simPRO
    Site is updated in simPRO

    Triggers the automation whenever a site is updated

    Instant
  • simPRO
    Individual customer created in simPRO

    Triggers the automation whenever a new individual customer is added

    Instant
  • simPRO
    Individual customer updated in simPRO

    Triggers the automation whenever a customer's information is updated

    Instant
  • simPRO
    Quote is created in simPRO

    Triggers the automation whenever a new quote is created

    Instant
  • simPRO
    Quote is updated in simPRO

    Triggers the automation whenever any quote is updated

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • simPRO
    Create individual customer in simPRO

    Automatically creates a new individual customer record

  • simPRO
    Search individual customer in simPRO

    Automatically searches for an individual customer

  • simPRO
    Search company customer in simPRO

    Automatically searches for a company customer

  • simPRO
    Create contact in simPRO

    Automatically adds a new contact to the database

  • simPRO
    Create company customer in simPRO

    Automatically creates a new company customer record

  • simPRO
    Create service job in simPRO

    Automatically generates a new service job

  • simPRO
    Search job in simPRO

    Automatically searches for a job

  • simPRO
    Create site in simPRO

    Automatically generates a new site entry

  • simPRO
    Search contact in simPRO

    Automatically finds and retrieves contact information

  • simPRO
    Search site in simPRO

    Automatically searches for a site

  • simPRO
    Create service quote in simPRO

    Automatically generates a new service quote

  • simPRO
    Search quote in simPRO

    Automatically searches for a quote

  • simPRO
    Create activity schedule block in simPRO

    Automatically creates a new activity schedule block

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Capsule CRM & simPRO 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 simPRO With 1200+ Other Apps

undefined Integrations

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
undefined Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Capsule CRM + simPRO Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support