Popular Appointlet + Capsule CRM Workflows
Create Capsule CRM opportunity for new Appointlet event
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Appointlet, it will trigger a corresponding opportunity creation in Capsule CRM.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Capsule CRM task for new Appointlet event
With the help of this integration, when an event is created, a task will be automatically created in Capsule CRM and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
When Booking is received in Appointlet > Check any condition > Create person in Capsule CRM
When Booking is received in Appointlet > Check any condition > Create opportunity in Capsule CRM
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Appointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
See Appointlet IntegrationsCapsule 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.
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