Capsule CRM + Umso Integration

Connect Capsule CRM to Umso - 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. Combine the benefits of both with Integrately’s Capsule CRM + Umso integration.
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Umso + Capsule CRM Integration

Create Capsule CRM person for new Umso contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Umso contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Umso + Capsule CRM Integration

Create Capsule CRM opportunity for new Umso contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Umso. Just connect your accounts, and every time a new contact is created in Umso, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Umso + Capsule CRM Integration

Create Capsule CRM task for new Umso contact

Capsule CRM and Umso are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Umso integration, you can automatically create task in Capsule CRM whenever a new contact is created in Umso.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Create Your Own Capsule CRM & Umso 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 + Umso 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
  • Umso
    Email list subscriber is created in Umso

    Triggers the automation whenever a form is filled

    Instant
  • Umso
    Custom form is submitted in Umso

    Triggers the automation whenever a new subscriber is added to a list

    Instant
  • Umso
    Contact form is submitted in Umso

    Triggers the automation whenever a Contact form is submitted

    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
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😍
2,000 Tasks
in $19.99
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Integrate Capsule CRM & Umso 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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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.

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