Capsule CRM + Wild Apricot Integration

Connect Capsule CRM to Wild Apricot - Automate your workflows in 1-click

Make use of Capsule CRM and Wild Apricot automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Capsule CRM + Wild Apricot integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Capsule CRM + Wild Apricot Integration

Just click on the workflow you want to automate
most-popular-automations
Wild Apricot + Capsule CRM Integration

Create Capsule CRM person for new Wild Apricot 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 Wild Apricot - Capsule CRM integration, anytime a new Wild Apricot 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.
See more
Activate
Wild Apricot + Capsule CRM Integration

Create Capsule CRM opportunity from new Wild Apricot contact

Anytime a new contact is created in your Wild Apricot, 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 Wild Apricot - 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.
See more
Activate
Wild Apricot + Capsule CRM Integration

Create Capsule CRM task for new Wild Apricot contact

In Wild Apricot, 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.
See more
Activate
Capsule CRM + Wild Apricot Integration

Create Wild Apricot 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 - Wild Apricot integration, anytime a new Capsule CRM person is created, an Wild Apricot 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.
See more
Activate
  • 1of1

Create Your Own Capsule CRM & Wild Apricot Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Capsule CRM + Wild Apricot Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Wild Apricot
    Contact is created in Wild Apricot

    Triggers the automation whenever a new contact is created

  • Wild Apricot
    Event registration is created in Wild Apricot

    Triggers the automation whenever someone registers for any event

  • Wild Apricot
    Payment is created or updated in Wild Apricot

    Triggers the automation whenever a payment is created or updated

  • Wild Apricot
    Invoice is created in Wild Apricot

    Triggers the automation whenever any invoice is added or modified

  • Wild Apricot
    Audit log item is created in Wild Apricot

    Triggers the automation whenever a new record is added to the audit log

  • Wild Apricot
    Refund is Created or updated in Wild Apricot

    Triggers the automation whenever a refund is created or updated

2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Wild Apricot
    Create contact in Wild Apricot

    Automatically adds a new contact to the database

  • Wild Apricot
    Search contact in Wild Apricot

    Automatically finds and retrieves contact information

  • Wild Apricot
    Update contact in Wild Apricot

    Automatically updates contact information with new details

  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot

    Automatically generates invoices for sales transactions

  • Wild Apricot
    Clone event in Wild Apricot

    Automatically creates a duplicate of an existing board with all settings and elements

  • Wild Apricot
    Create event registration in Wild Apricot

    Automatically defines a new type of event registration

  • Wild Apricot
    Create event registration type in Wild Apricot

    Automatically removes a contact from the address book

  • Wild Apricot
    Check-in event attendee in Wild Apricot

    Automatically check-in the attendee to a event

  • Wild Apricot
    Create invoice in Wild Apricot

    Automatically registers a participant for an event

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

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

Integrately is the only automation solution you will ever need. With 1200+ 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!

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Wild Apricot With 1200+ Other Apps

undefined Integrations

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 Integrations
undefined Integrations

Wild Apricot is a feature-rich membership management software that comes with everything your organization needs in one place. It helps you automate and simplify membership tasks like event management, email marketing, payments, database, and more.

See Wild Apricot Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Capsule CRM + Wild Apricot Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support