Capsule CRM + Zendesk Sell Integration

Connect Capsule CRM to Zendesk Sell in 1 click

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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
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Zendesk Sell Integration

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Most popular automationsmost-popular-automations
Zendesk Sell + Capsule CRM Integration

Create Capsule CRM opportunity from new Zendesk Sell contact

Anytime a new contact is created in your Zendesk Sell, 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 Zendesk Sell - 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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Capsule CRM + Zendesk Sell Integration

Create Zendesk Sell deal from new Capsule CRM person

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

This Capsule CRM - Zendesk Sell 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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Zendesk Sell + Capsule CRM Integration

Create Capsule CRM task for new Zendesk Sell contact

In Zendesk Sell, 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 + Zendesk Sell Integration

Create Zendesk Sell task for new Capsule CRM person

In Capsule CRM, when you create a person, it automatically creates a task in Zendesk Sell for that person. 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 person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Zendesk Sell + Capsule CRM Integration

Create Capsule CRM person for new Zendesk Sell 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 Zendesk Sell - Capsule CRM integration, anytime a new Zendesk Sell 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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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Zendesk Sell Automations from
Integrately Community

Most popularmost-popular-automations
01
Zendesk logo
Zendesk Sell logo
Create Zendesk Sell contact from new Zendesk ticket
02
Shopify logo
Zendesk Sell logo
Create Zendesk Sell contact from new Shopify customer
03
WooCommerce logo
Zendesk Sell logo
Create Zendesk Sell contact from new WooCommerce customer
04
Zendesk Sell logo
Telegram logo
Send Telegram message for new Zendesk Sell deal
05
Zendesk Sell logo
WordPress logo
Create WordPress post for new Zendesk Sell task
cloud
Zendesk Sell
app integration
06
Zendesk Sell logo
WhatsApp logo
Send WhatsApp message for new Zendesk Sell task
07
Zendesk Sell logo
Ziper logo
Send Ziper message for new Zendesk Sell task
08
Zendesk Sell logo
Thankster logo
Send Thankster card for new Zendesk Sell task
09
Zendesk Sell logo
sendSMS logo
Send sendSMS message for new Zendesk Sell task
10
Zendesk Sell logo
Nudgify logo
Send Nudgify notification for new Zendesk Sell task
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Capsule CRM
Capsule CRM
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.
Zendesk Sell
Zendesk Sell
Zendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.