Capsule CRM + SmartSurvey Integration

Connect Capsule CRM to SmartSurvey in 1 click

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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
  • SmartSurvey
    Response is created in SmartSurvey
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + SmartSurvey Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
SmartSurvey + Capsule CRM Integration

Create Capsule CRM person for new SmartSurvey response

When someone completes your SmartSurvey, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SmartSurvey is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a SmartSurvey - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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SmartSurvey + Capsule CRM Integration

Create Capsule CRM task for new SmartSurvey response

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new SmartSurvey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new SmartSurvey response received today - your customers will thank you for it!
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SmartSurvey + Capsule CRM Integration

Create Capsule CRM opportunity for new SmartSurvey response

Integrating your Capsule CRM with your SmartSurvey, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This SmartSurvey - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular SmartSurvey Automations from
Integrately Community

Most popularmost-popular-automations
01
SmartSurvey logo
CompanyHub logo
Create CompanyHub record for new SmartSurvey response
02
SmartSurvey logo
Salesforce logo
Create Salesforce record for new SmartSurvey response
03
SmartSurvey logo
Zoho CRM logo
Create Zoho CRM module for new SmartSurvey response
04
SmartSurvey logo
Notion logo
Create Notion database item for new SmartSurvey response
05
SmartSurvey logo
Stackby logo
Create Stackby row for new SmartSurvey response
cloud
SmartSurvey
app integration
06
SmartSurvey logo
Braintree logo
Create Braintree customer from new SmartSurvey response
07
SmartSurvey logo
Fluid Pay logo
Create Fluid Pay contact from new SmartSurvey response
08
SmartSurvey logo
Quickblog logo
Create Quickblog post for new SmartSurvey response
09
SmartSurvey logo
Blogger logo
Create Blogger post for new SmartSurvey response
10
SmartSurvey logo
Confluence logo
Create Confluence post for new SmartSurvey response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or SmartSurvey With 1400+ Other Apps

Capsule CRM
Capsule CRM
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.
SmartSurvey
SmartSurvey
SmartSurvey is the most powerful and advanced online survey software that lets you create any type of questionnaire or form to get answers fast. It integrates with popular email marketing and CRM platforms, making it easy to collect and analyze data.