Capsule CRM + WaliChat Integration

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Capsule CRM + WaliChat  Integration

Create WaliChat contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - WaliChat integration, anytime a new Capsule CRM person is created, an WaliChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Capsule CRM + WaliChat  Integration

Send WaliChat message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through WaliChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - WaliChat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + WaliChat  Integration

Send WaliChat message for new Capsule CRM task

With this Capsule CRM - WaliChat integration, whenever a new task is created in Capsule CRM, message will be sent via WaliChat . This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + WaliChat  Integration

Send WaliChat message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending WaliChat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - WaliChat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + WaliChat  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
  • WaliChat
    Message received from WhatsApp in WaliChat Instant
  • WaliChat
    Message sent to WhatsApp in WaliChat Instant
  • WaliChat
    Message read from WhatsApp in WaliChat 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
  • WaliChat
    Search WhatsApp message in WaliChat
  • WaliChat
    Update WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp group message in WaliChat
  • WaliChat
    Send WhatsApp image message in WaliChat
  • WaliChat
    Send WhatsApp video message in WaliChat
  • WaliChat
    Send WhatsApp documents/audios message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message to group in WaliChat
  • WaliChat
    Send WhatsApp location message using coordinates in WaliChat
  • WaliChat
    Send WhatsApp location message using an address in WaliChat
  • WaliChat
    Create new internal contact (chat only) in WaliChat
  • WaliChat
    Search contact in WaliChat
  • WaliChat
    Update internal contact (chat only) in WaliChat
  • WaliChat
    Create user in WaliChat
  • WaliChat
    Create whatsapp new group chat in WaliChat
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