Capsule CRM + Trengo Integration

Connect Capsule CRM to Trengo - 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. With Trengo automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Get the best of both with Integrately’s Capsule CRM + Trengo integration.

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Ready Workflows For Capsule CRM + Trengo Integration

Just click on the workflow you want to automate

Create Trengo ticket for new Capsule CRM person

Capsule CRM + Trengo Integration

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Create Trengo user for new Capsule CRM person

Capsule CRM + Trengo Integration

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Create Trengo ticket for new Capsule CRM opportunity

Capsule CRM is a great tool for managing customer relationships. However, when an opportunity is created in Capsule CRM, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an opportunity is created in Capsule CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.

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Create Your Own Capsule CRM & Trengo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
New inbound message is added in Trengo
Triggers the automation whenever a new internal note is added
Instant
New outbound message is added in Trengo
Triggers the automation whenever a phone call is ended
Instant
New internal note is added in Trengo
Triggers the automation whenever a new outbound message is added
Instant
Phone call is missed in Trengo
Triggers the automation whenever a phone call is missed
Instant
Phone call is ended in Trengo Instant
Phone call is started in Trengo
Triggers the automation whenever a phone call is started
Instant
Ticket is assigned in Trengo
Triggers the automation whenever a ticket is closed
Instant
Ticket is closed in Trengo
Triggers the automation whenever a ticket is reopened
Instant
Ticket is reopened in Trengo Instant
Ticket marked as spam in Trengo
Triggers the automation whenever a ticket is marked as spam
Instant
Ticket unmarked as spam in Trengo
Triggers the automation whenever the spam label from any ticket is removed
Instant
Ticket label is added in Trengo
Triggers the automation whenever a new label is added to a ticket
Instant

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Send a message in Trengo
Automatically sends a media message to a ticket
Send a WhatsApp message template in Trengo
Triggers the automation whenever a ticket is assigned to a team member
Send message to ticket in Trengo
Automatically sends a WhatsApp message template
Send media message to ticket in Trengo
Automatically sends a message to a ticket
Create a ticket in Trengo
Automatically creates a new user account
Reopen a ticket in Trengo
Automatically reopens a ticket
Attach a label in Trengo
Automatically close support tickets based on particular criteria
Assign a ticket in Trengo
Automatically assigns a label to a item
Close ticket in Trengo
Automatically adds a new contact to the database
Mark ticket as spam in Trengo
Automatically save important tickets for quick access
Unmark ticket as spam in Trengo
Automatically unmarks a ticket as spam
Mark a ticket as favorite in Trengo
Triggers the automation whenever a new message is received
Unmark a ticket as favorite in Trengo
Automatically unmarks a ticket as a favorite
Create a user in Trengo
Automatically removes a contact from the address book
Log a phone call in Trengo
Automatically record and save phone call logs
Create contact in Trengo
Automatically creates a new contact
Search contact in Trengo
Automatically finds and retrieves contact information
Get contact by ID in Trengo
Automatically retrieves a contact using their ID
Update contact in Trengo
Automatically updates an existing contact
Delete contact in Trengo
Automatically deletes a contact

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Capsule CRM & Trengo In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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

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

Trengo is a powerful all-in-one customer communication platform that helps you build strong customer relationships. You can easily collaborate, automate, and scale support, marketing, and sales with Trengo.

See Trengo Integrations