Capsule CRM + Track-POD Integration

Connect Capsule CRM to Track-POD in 1 click

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Popular Capsule CRM + Track-POD Workflows

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Track-POD + Capsule CRM Integration

Create Capsule CRM person from new Track-POD order

As an online store owner, you're likely using Track-POD 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 Track-POD 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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Capsule CRM + Track-POD 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
  • Track-POD
    Route is started in Track-POD Instant
  • Track-POD
    Order is created in Track-POD Instant
  • Track-POD
    Order is updated in Track-POD Instant
  • Track-POD
    Order is deleted in Track-POD Instant
  • Track-POD
    Order status is updated in Track-POD Instant
  • Track-POD
    Route is created in Track-POD Instant
  • Track-POD
    Route is updated in Track-POD Instant
  • Track-POD
    Route is deleted in Track-POD Instant
  • Track-POD
    Route is closed in Track-POD 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
  • Track-POD
    Create order in Track-POD
  • Track-POD
    Update order by number in Track-POD
  • Track-POD
    Delete order by number in Track-POD
  • Track-POD
    Search order by order number in Track-POD
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750 Tasks
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