Capsule CRM + TMetric Integration

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.

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.

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.

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.

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.