Capsule CRM + SmartSurvey Integration

Connect Capsule CRM to SmartSurvey - 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. With SmartSurvey automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Combine the benefits of both with Integrately’s Capsule CRM + SmartSurvey integration.
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Ready Workflows For Capsule CRM + SmartSurvey Integration

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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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Create Your Own Capsule CRM & SmartSurvey Integration Without Any Code

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Capsule CRM + SmartSurvey 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
  • SmartSurvey
    Response is created in SmartSurvey

    Triggers the automation when a response is submitted

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

  • SmartSurvey
    Create contact in SmartSurvey

    Adds a new contact to the database

  • SmartSurvey
    Send survey in SmartSurvey

    Sends a reply

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect Capsule CRM or SmartSurvey 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.

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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.

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