Capsule CRM + TMetric Integration

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TMetric + Capsule CRM Integration

Create Capsule CRM task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Capsule CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Capsule CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Capsule CRM accounts.
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Capsule CRM + TMetric Integration

Create TMetric project from new Capsule CRM organisation

If you're using TMetric 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 TMetric. This will help keep your time tracking organized and easy to access.
Capsule CRM + TMetric Integration

Create TMetric 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. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Capsule CRM to create task in TMetric 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 + TMetric Integration

Create TMetric task for new Capsule CRM person

Capsule CRM and TMetric 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 TMetric? 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 + TMetric Integration

Create TMetric 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 TMetric 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 TMetric, creating task in TMetric is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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Capsule CRM + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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