Capsule CRM + The Course Creator's Kit Integration

Connect Capsule CRM to The Course Creator's Kit - 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 Course Creator's Kit automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & The Course Creator's Kit using Integrately.
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The Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM person from new The Course Creator's Kit order

As an online store owner, you're likely using The Course Creator's Kit 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 Course Creator's Kit 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 Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM person for new The Course Creator's Kit form submission

When someone completes your The Course Creator's Kit, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the The Course Creator's Kit is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a The Course Creator's Kit - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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The Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM opportunity for new The Course Creator's Kit form submission

Integrating your Capsule CRM with your The Course Creator's Kit, can help you automatically create new opportunitys based on form submissions 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 The Course Creator's Kit - 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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The Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM task for new The Course Creator's Kit form submission

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 The Course Creator's Kit form submissions 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 The Course Creator's Kit form submission received today - your customers will thank you for it!
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Capsule CRM + The Course Creator's Kit Integration

Create The Course Creator's Kit contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use The Course Creator's Kit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in The Course Creator's Kit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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The Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM task for new The Course Creator's Kit 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 Course Creator's Kit 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 Course Creator's Kit + Capsule CRM Integration

Create Capsule CRM opportunity for new The Course Creator's Kit 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 Course Creator's Kit, 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 Course Creator's Kit 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 Course Creator's Kit
    Order is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Order is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Booking is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Contact is created or updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Form response is created in The Course Creator's Kit 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 Course Creator's Kit
    Update contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create product in The Course Creator's Kit
  • The Course Creator's Kit
    Search contact in The Course Creator's Kit
  • The Course Creator's Kit
    Delete contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create contact in The Course Creator's Kit
  • The Course Creator's Kit
    Update product in The Course Creator's Kit
  • The Course Creator's Kit
    Search product in The Course Creator's Kit
  • The Course Creator's Kit
    Create member in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member in The Course Creator's Kit
  • The Course Creator's Kit
    Create member group in The Course Creator's Kit
  • The Course Creator's Kit
    Update member group in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member group in The Course Creator's Kit
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Integrate Capsule CRM & The Course Creator's Kit In 1 Click
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