Capsule CRM + Vero Integration

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Capsule CRM + Vero Integration

Create Vero contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Vero to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in Vero.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + Vero 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
  • Vero
    User unsubscribed in Vero Instant
  • Vero
    User is created in Vero Instant
  • Vero
    User resubscribed in Vero Instant
  • Vero
    User is updated in Vero Instant
  • Vero
    Email is sent in Vero Instant
  • Vero
    Email is opened in Vero Instant
  • Vero
    Email is clicked in Vero Instant
  • Vero
    Email is delivered in Vero Instant
  • Vero
    Email is bounced in Vero 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
  • Vero
    Create or Update User in Vero
  • Vero
    Delete user in Vero
  • Vero
    Create alias for user in Vero
  • Vero
    Unsubscribe user in Vero
  • Vero
    Resubscribe user in Vero
  • Vero
    Update user's tag in Vero
  • Vero
    Track an event in Vero
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