Capsule CRM + Typeform Integration

Connect Capsule CRM to Typeform - 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 Typeform automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Get the best of both with Integrately’s Capsule CRM + Typeform integration.
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Ready Workflows For Capsule CRM + Typeform Integration

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most-popular-automations
Typeform + Capsule CRM Integration

Create Capsule CRM person for new Typeform form submission

When someone completes your Typeform, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Typeform is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Typeform - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Typeform + Capsule CRM Integration

Create Capsule CRM task for new Typeform form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new Typeform form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new Typeform form submission received today - your customers will thank you for it!
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Typeform + Capsule CRM Integration

Create Capsule CRM opportunity for new Typeform form submission

Integrating your Capsule CRM with your Typeform, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Typeform - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Capsule CRM + Typeform 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
  • Typeform
    Form is submitted in Typeform Instant
  • Typeform
    Form is created in Typeform

    Triggers the automation whenever a form is filled

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

  • Typeform
    Search form in Typeform

    Automatically searches for a form

  • Typeform
    Create an empty form in Typeform

    Automatically creates a copy of the existing form

  • Typeform
    Search response in Typeform

    Automatically searches for a response

  • Typeform
    Get form by id in Typeform

    Automatically retrieves a form by its ID

  • Typeform
    Duplicate form in Typeform

    Triggers the automation whenever a new form is created

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Integrate Capsule CRM & Typeform In 1 Click
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