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 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
  • The Conversion Engine
    Order is created in The Conversion Engine Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine Instant
  • The Conversion Engine
    Product is created in The Conversion Engine Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine 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
  • The Conversion Engine
    Create contact in The Conversion Engine
  • The Conversion Engine
    Delete contact in The Conversion Engine
  • The Conversion Engine
    Search contact in The Conversion Engine
  • The Conversion Engine
    Update contact in The Conversion Engine
  • The Conversion Engine
    Create product in The Conversion Engine
  • The Conversion Engine
    Update product in The Conversion Engine
  • The Conversion Engine
    Search product in The Conversion Engine
  • The Conversion Engine
    Create member in The Conversion Engine
  • The Conversion Engine
    Delete member in The Conversion Engine
  • The Conversion Engine
    Update member in The Conversion Engine
  • The Conversion Engine
    Create member group in The Conversion Engine
  • The Conversion Engine
    Update member group in The Conversion Engine
  • The Conversion Engine
    Delete member group in The Conversion Engine
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