Capsule CRM + Trafft Integration

Connect Capsule CRM to Trafft - 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. Leverage Trafft automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Trafft using Integrately.
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Ready Workflows For Capsule CRM + Trafft Integration

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Trafft + Capsule CRM Integration

Create Capsule CRM task for new Trafft 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 Trafft 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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Trafft + Capsule CRM Integration

Create Capsule CRM opportunity for new Trafft 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 Trafft, 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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Create Your Own Capsule CRM & Trafft Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Capsule CRM + Trafft Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Trafft
    Appointment is created in Trafft

    Triggers the automation whenever any appointment is rescheduled

    Instant
  • Trafft
    Appointment status is changed in Trafft

    Triggers the automation whenever a new customer is created

    Instant
  • Trafft
    Appointment canceled in Trafft

    Triggers the automation whenever any appointment is canceled

    Instant
  • Trafft
    Appointment rescheduled in Trafft Instant
  • Trafft
    Customer is created in Trafft

    Triggers the automation whenever a new activity is created

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & Trafft In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Capsule CRM or Trafft With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations
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Trafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.

See Trafft Integrations

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