Capsule CRM + WATI Integration

Connect Capsule CRM to WATI - 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. Set up WATI automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Combine the benefits of both with Integrately’s Capsule CRM + WATI integration.
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Capsule CRM + WATI Integration

Create WATI 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 - WATI integration, anytime a new Capsule CRM person is created, an WATI 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 + WATI Integration

Send WATI message for new Capsule CRM task

With this Capsule CRM - WATI integration, whenever a new task is created in Capsule CRM, message will be sent via WATI. 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 + WATI Integration

Send WATI 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 WATI 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 - WATI 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 + WATI Integration

Send WATI message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through WATI 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 - WATI 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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WATI + Capsule CRM Integration

Create Capsule CRM person for new WATI contact

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 WATI - Capsule CRM integration, anytime a new WATI contact is created, an Capsule CRM person 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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WATI + Capsule CRM Integration

Create Capsule CRM opportunity from new WATI contact

Anytime a new contact is created in your WATI, a new opportunity will automatically be created in your Capsule CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This WATI - Capsule CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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WATI + Capsule CRM Integration

Create Capsule CRM task for new WATI contact

In WATI, when you create a contact, it automatically creates a task in Capsule CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Capsule CRM + WATI 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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI 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
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI
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