Capsule CRM + The Conversion Engine Integration

Connect Capsule CRM to The Conversion Engine - 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. Set up The Conversion Engine automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Capsule CRM & The Conversion Engine using Integrately.
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The Conversion Engine + Capsule CRM Integration

Create Capsule CRM person from new The Conversion Engine order

As an online store owner, you're likely using The Conversion Engine to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate The Conversion Engine with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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The Conversion Engine + Capsule CRM Integration

Create Capsule CRM task for new The Conversion Engine event

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an event is created in your The Conversion Engine account.

With the help of this integration, when an event is created, a task will be automatically created in Capsule CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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The Conversion Engine + Capsule CRM Integration

Create Capsule CRM opportunity for new The Conversion Engine event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Capsule CRM.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in The Conversion Engine, it will trigger a corresponding opportunity creation in Capsule CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Capsule CRM + The Conversion Engine 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
  • The Conversion Engine
    Order is created in The Conversion Engine

    Triggers the automation whenever a new order is created

    Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine

    Triggers the automation whenever any order is updated

    Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine

    Triggers the automation whenever a form is filled

    Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine

    Triggers the automation whenever a new booking is created

    Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine

    Triggers the automation whenever a contact is created or updated

    Instant
  • The Conversion Engine
    Product is created in The Conversion Engine

    Triggers the automation whenever a new product is created

    Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine

    Triggers the automation whenever a product 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

  • The Conversion Engine
    Create contact in The Conversion Engine

    Automatically adds a new contact to the database

  • The Conversion Engine
    Delete contact in The Conversion Engine

    Automatically removes a contact from the address book

  • The Conversion Engine
    Search contact in The Conversion Engine

    Automatically finds and retrieves contact information

  • The Conversion Engine
    Update contact in The Conversion Engine

    Automatically updates contact information with new details

  • The Conversion Engine
    Create product in The Conversion Engine

    Automatically generates and launch new products

  • The Conversion Engine
    Update product in The Conversion Engine

    Automatically updates product information

  • The Conversion Engine
    Search product in The Conversion Engine

    Automatically searches for a product

  • The Conversion Engine
    Create member in The Conversion Engine

    Automatically adds a new member to the system

  • The Conversion Engine
    Delete member in The Conversion Engine

    Automatically removes a member from the system

  • The Conversion Engine
    Update member in The Conversion Engine

    Automatically updates a member's information

  • The Conversion Engine
    Create member group in The Conversion Engine

    Automatically creates a new group of members

  • The Conversion Engine
    Update member group in The Conversion Engine

    Automatically updates the particular member group

  • The Conversion Engine
    Delete member group in The Conversion Engine

    Automatically deletes a member group

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Integrate Capsule CRM & The Conversion Engine In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or The Conversion Engine 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.

See Capsule CRM Integrations
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The Conversion Engine is an all-in-one digital solution makes it easy to book calls, build websites, and automate your e-commerce operations without any plug-ins or integration. It helps close more sales and grow your business faster than ever before.

See The Conversion Engine Integrations

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