Capsule CRM + thanks.io Integration

Connect Capsule CRM to thanks.io - 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 thanks.io automations, you can automate personalized thank-you notes, celebrate customer milestones, and boost customer loyalty. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & thanks.io using Integrately.
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Capsule CRM + thanks.io Integration

Send thanks.io message for new Capsule CRM task

With this Capsule CRM - thanks.io integration, whenever a new task is created in Capsule CRM, message will be sent via thanks.io. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + thanks.io Integration

Send thanks.io message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending thanks.io message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - thanks.io integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + thanks.io Integration

Send thanks.io message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through thanks.io letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - thanks.io integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + thanks.io 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
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
  • thanks.io
    Send Postcard in thanks.io
  • thanks.io
    Send Notecard in thanks.io
  • thanks.io
    Send Postcard via Radius Search in thanks.io
  • thanks.io
    Send Letter in thanks.io
  • thanks.io
    Send Windowless Letter in thanks.io
  • thanks.io
    Send Notecard via Radius Search in thanks.io
  • thanks.io
    Send Letter via Radius Search in thanks.io
  • thanks.io
    Create a recipient in thanks.io
  • thanks.io
    Get order by ID in thanks.io
  • thanks.io
    Delete a recipient by Address in thanks.io
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Integrate Capsule CRM & thanks.io In 1 Click
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