Capsule CRM + Waitwhile Integration

Connect Capsule CRM to Waitwhile - 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 Waitwhile automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. And automate all the repetitive tasks between Capsule CRM & Waitwhile using Integrately.
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Waitwhile + Capsule CRM Integration

Create Capsule CRM task for new Waitwhile visit

Creating task in Capsule CRM is a great way to keep track of task that need to be completed when an visit is created in your Waitwhile account.

With the help of this integration, when an visit is created, a task will be automatically created in Capsule CRM and will include the details of the visit (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
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Waitwhile + Capsule CRM Integration

Create Capsule CRM opportunity for new Waitwhile visit

In your business, you may need to track when someone is invited to an visit. 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 visit is created in Waitwhile, 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 & Waitwhile Integration Without Any Code

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Capsule CRM + Waitwhile 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
  • Waitwhile
    Visit is created or updated in Waitwhile Instant
  • Waitwhile
    Message is created or updated in Waitwhile 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
  • Waitwhile
    Create or Update visit in Waitwhile
  • Waitwhile
    Delete visit in Waitwhile
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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

Integrately is the only automation solution you will ever need. With 1100+ 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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