Capsule CRM + Superfaktura Integration

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Capsule CRM + Superfaktura Integration

Create Superfaktura contact person 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 - Superfaktura integration, anytime a new Capsule CRM person is created, an Superfaktura contact 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.
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Capsule CRM + Superfaktura Integration

Create Superfaktura contact person from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, it's important to create a contact person in Superfaktura. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Capsule CRM + Superfaktura Integration

Create Superfaktura order for new Capsule CRM opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Capsule CRM and Superfaktura work together to make accounting and bookkeeping simple.

When you create a opportunity in Capsule CRM, it will automatically create an order in Superfaktura. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Capsule CRM and Superfaktura.
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Capsule CRM + Superfaktura 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
  • Superfaktura
    Invoice is created in Superfaktura
  • Superfaktura
    Expense is created in Superfaktura
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
  • Superfaktura
    Delete stock item in Superfaktura
  • Superfaktura
    Create contact person in Superfaktura
  • Superfaktura
    Create expense in Superfaktura
  • Superfaktura
    Search expense in Superfaktura
  • Superfaktura
    Update expense in Superfaktura
  • Superfaktura
    Delete expense in Superfaktura
  • Superfaktura
    Create stock item in Superfaktura
  • Superfaktura
    Search stock item in Superfaktura
  • Superfaktura
    Update stock item in Superfaktura
  • Superfaktura
    Create tag in Superfaktura
  • Superfaktura
    Create invoice in Superfaktura
  • Superfaktura
    Search invoice in Superfaktura
  • Superfaktura
    Update invoice in Superfaktura
  • Superfaktura
    Delete invoice in Superfaktura
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