Capsule CRM + TimeCamp Integration

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Capsule CRM + TimeCamp Integration

Create TimeCamp task for new Capsule CRM person

Capsule CRM and TimeCamp are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in TimeCamp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + TimeCamp Integration

Create TimeCamp task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. TimeCamp is a great tool for this.

All you need to do is - integrate TimeCamp with Capsule CRM to create task in TimeCamp automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + TimeCamp Integration

Create TimeCamp task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TimeCamp to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and TimeCamp, creating task in TimeCamp is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in TimeCamp to keep your team up-to-date.
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Capsule CRM + TimeCamp Integration

Create TimeCamp project from new Capsule CRM organisation

If you're using TimeCamp to track time and work hours, it's important to create separate project for each organisation you're working for.

When you create a company in Capsule CRM, use this automation to create a project in TimeCamp. This will help keep your time tracking organized and easy to access.
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Capsule CRM + TimeCamp 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
  • TimeCamp
    Time entry is created in TimeCamp
  • TimeCamp
    Project is created in TimeCamp
  • TimeCamp
    Task is created in TimeCamp
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
  • TimeCamp
    Create task in TimeCamp
  • TimeCamp
    Update task in TimeCamp
  • TimeCamp
    Create project in TimeCamp
  • TimeCamp
    Create time entries in TimeCamp
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