Capsule CRM + Xola Integration

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Popular Capsule CRM + Xola Workflows

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Xola + Capsule CRM Integration

Create Capsule CRM person from new Xola booking

As an online store owner, you're likely using Xola to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Xola with Capsule CRM? This integration will allow you to automatically create a person for each new booking in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Xola + Capsule CRM Integration

Create Capsule CRM task for new Xola listing

Creating a task in Capsule CRM for every listing created in Xola can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking listing details and assignments. Since Xola is often used to manage large or multi-day events, having Capsule CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Capsule CRM + Xola 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
  • Xola
    Booking is created in Xola Instant
  • Xola
    Booking is cancelled in Xola Instant
  • Xola
    Booking is updated in Xola Instant
  • Xola
    Listing is created in Xola Instant
  • Xola
    Listing is updated in Xola 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
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