Capsule CRM + Zoho Connect Integration

Connect Capsule CRM to Zoho Connect - 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. Make use of Zoho Connect automations to streamline communication workflows and keep your team connected. Get the best of both with Integrately’s Capsule CRM + Zoho Connect integration.
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Zoho Connect + Capsule CRM Integration

Create Capsule CRM opportunity for new Zoho Connect event

Are you using Zoho Connect to manage your events? If so, did you know that you can also create opportunitys in your Capsule CRM directly from Zoho Connect events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Zoho Connect + Capsule CRM Integration

Create Capsule CRM task for new Zoho Connect event

We all know the drill. You create {trigger.Event}} in your Zoho Connect, but then something comes up and you completely forget to create a corresponding task in your Capsule CRM. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Capsule CRM integration, you can set up Integrately such that every new event created in your Zoho Connect, automatically creates a new tasks in your Capsule CRM. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Capsule CRM + Zoho Connect Integration

Create Zoho Connect task for new Capsule CRM person

Capsule CRM and Zoho Connect are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in Zoho Connect? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + Zoho Connect Integration

Create Zoho Connect task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Zoho Connect is a great tool for this.

All you need to do is - integrate Zoho Connect with Capsule CRM to create task in Zoho Connect automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Zoho Connect Integration

Create Zoho Connect task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Zoho Connect to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Zoho Connect, creating task in Zoho Connect is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Zoho Connect to keep your team up-to-date.
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Capsule CRM + Zoho Connect Integration

Create Zoho Connect event for new Capsule CRM task

Capsule CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Capsule CRM - Zoho Connect integration to automatically populate your Zoho Connect.

When a task is created in Capsule CRM, an event will automatically be created in your Zoho Connect. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Capsule CRM and Zoho Connect accounts in a matter of minutes.
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Capsule CRM + Zoho Connect 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
  • Zoho Connect
    Task is created in Zoho Connect Instant
  • Zoho Connect
    Event is created in Zoho Connect Instant
  • Zoho Connect
    Member is added in group in Zoho Connect Instant
  • Zoho Connect
    Member is added in network in Zoho Connect Instant
  • Zoho Connect
    Conversation is started in Zoho Connect Instant
  • Zoho Connect
    User is mentioned in post in Zoho Connect 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
  • Zoho Connect
    Create post in Zoho Connect
  • Zoho Connect
    Create task in Zoho Connect
  • Zoho Connect
    Create event in Zoho Connect
  • Zoho Connect
    Invite user to network in Zoho Connect
  • Zoho Connect
    Add member to group in Zoho Connect
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