WordPress + Capsule CRM Integration

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WordPress + Capsule CRM Integration

Create Capsule CRM person for new WordPress user

If you're a business owner who uses WordPress to manage your website and Capsule CRM to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create person in Capsule CRM automatically every time a new user is added in WordPress.

Creating person in Capsule CRM this way is a great way to track website activity and engagement by each contact.
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WordPress + Capsule CRM Integration

Create Capsule CRM task for new WordPress post

Capsule CRM and WordPress are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in WordPress, this integration will automatically create a task in Capsule CRM so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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WordPress + Capsule CRM Integration
1.
  • WordPress
    User is created in WordPress
  • WordPress
    Post is created in WordPress
  • WordPress
    Post is updated in WordPress
  • WordPress
    Media is created in WordPress
  • WordPress
    Comment is created in WordPress
  • 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
2.
  • WordPress
    Create post in WordPress
  • WordPress
    Update post in WordPress
  • WordPress
    Search post in WordPress
  • WordPress
    Create page in WordPress
  • WordPress
    Create user in WordPress
  • WordPress
    Update user in WordPress
  • WordPress
    Search user in WordPress
  • WordPress
    Upload media item in WordPress
  • WordPress
    Get media item by id in WordPress
  • WordPress
    Search category in WordPress
  • WordPress
    Create category in WordPress
  • WordPress
    Create tag in WordPress
  • WordPress
    Search tag in WordPress
  • 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
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750 Tasks
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2,000 Tasks
in $19.99

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