Ready workflows for Capsule CRM + Waitwhile Integration
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Create Waitwhile visit for new Capsule CRM organisation
Create Capsule CRM task for new Waitwhile visit
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!
Create Capsule CRM opportunity for new Waitwhile visit
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.
When Visit is created or updated in Waitwhile > Check any condition > Create person in Capsule CRM
When Visit is created or updated in Waitwhile > Check any condition > Create opportunity in Capsule CRM
When Opportunity is created in Capsule CRM > Create or Update Visit in Waitwhile
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Create Your Own Capsule CRM & Waitwhile Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Capsule CRM & Waitwhile
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You Can Also Connect Capsule CRM or Waitwhile With 1100+ 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 IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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