Capsule CRM + ManyChat Integration

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Capsule CRM + ManyChat Integration

Send ManyChat message for new Capsule CRM task

With this Capsule CRM - ManyChat integration, whenever a new task is created in Capsule CRM, message will be sent via ManyChat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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ManyChat + Capsule CRM Integration

Create Capsule CRM person for new ManyChat external request

When someone completes your ManyChat, a new person is automatically created in your Capsule CRM. This way, you can quickly follow up with the external request and turn them into a customer!

Plus, all of the information from the ManyChat is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a ManyChat - Capsule CRM integration set up makes it easy to manage your customer relationships and grow your business.
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ManyChat + Capsule CRM Integration

Create Capsule CRM opportunity for new ManyChat external request

Integrating your Capsule CRM with your ManyChat, can help you automatically create new opportunitys based on external requests recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This ManyChat - Capsule CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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ManyChat + Capsule CRM Integration

Create Capsule CRM task for new ManyChat external request

It's important to stay on top of your customer relationships, and one way to do that is to create Capsule CRM tasks for new ManyChat external requests received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Capsule CRM task for new ManyChat external request received today - your customers will thank you for it!
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Capsule CRM + ManyChat Integration

Send ManyChat message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending ManyChat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - ManyChat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + ManyChat Integration

Send ManyChat message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through ManyChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - ManyChat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + ManyChat Integration

Create ManyChat contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use ManyChat to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in ManyChat.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Capsule CRM + ManyChat 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
  • ManyChat
    External request is created in ManyChat 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
  • ManyChat
    Create subscriber in ManyChat
  • ManyChat
    Add tag to user in ManyChat
  • ManyChat
    Search subscriber by name in ManyChat
  • ManyChat
    Update subscriber in ManyChat
  • ManyChat
    Remove tag from user in ManyChat
  • ManyChat
    Send text message to user in ManyChat
  • ManyChat
    Send content to user in ManyChat
  • ManyChat
    Set custom fields in ManyChat
  • ManyChat
    Search subscriber by email or phone in ManyChat
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