Our view at Stack - Capsule CRM simplifies customer relationship management, streamlines sales processes, and saves time. Features include contact management, customisable sales pipelines, email integration, analytics, and workflow automation. It doesn't provide full email marketing functionality but it does allow you to connect to other tools.
While Capsule has many native integrations with services such as Xero, Gmail and Microsoft.
Zapier, however, offers integrations for many other tools and apps for common as well as more bespoke and niche use cases.
In this blog post, we’ll cover the most common.
What is Zapier?
Zapier is an integration platform that connects Capsule with over 2,000 other popular apps. Whether you’re using Google Sheets, Slack,
Mailchimp, WooCommerce or something else entirely, Zapier connects Capsule with your favorite tools. And the best part? No coding is necessary and its drag and drop interface makes it extremely easy to use.
Automate your workflows
With Capsule and Zapier integrated, you can automate repetitive tasks and build custom workflows. Here are just a few examples of what you can do:
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Import sales opportunities and projects from Google Sheets into Capsule: Eliminate manual data entry. With Zapier, you can automatically sync your Google Sheets with Capsule, ensuring that your sales opportunities and projects are always up-to-date
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Add new WooCommerce orders to Capsule as new contacts: Streamline your e-commerce operations by automatically adding new WooCommerce orders as contacts in Capsule.
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Send offline conversion to Google Ads for new or updated contact in Capsule: Enhance your understanding of advertising efforts by sending offline conversion data to Google Ads for any new or updated contacts. Optimize your marketing measurement with ease.
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Send funnel events to Facebook conversions from Capsule: Boost your marketing effectiveness by sending funnel events from Capsule to Facebook Conversions. Optimize your campaigns and drive better results with ease.
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Add contacts from a Fireflies.ai call to Capsule if they don’t already exist: Automatically add new contacts from Fireflies.ai call, ensuring Capsule is always up-to-date with the latest contacts.
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Create opportunities in Capsule from a Squarespace form submission: Capture leads effortlessly by generating opportunities in Capsule directly from Squarespace form submissions.
Effortless setup
Setting up Capsule with Zapier is a breeze. No need to involve multiple team members or spend hours on configuration. With Zapier’s intuitive interface, you can connect Capsule to other apps with just a few clicks. It’s that simple. To see just how easy it is check out this article that shows you how to add Facebook leads to Capsule with Zapier.
Start automating today
The Capsule and Zapier integration is a game-changer for businesses looking to improve their business processes. Whether you’re a solopreneur or a team of professionals, Zapier ensures connectivity between Capsule and your favorite apps, allowing you to automate tasks and build custom workflows with ease.
Get started with Capsule and Zapier today. Capsule offers a free plan for up to two users and a 14-day free trial for paid plans. Zapier offers a free forever plan for core features and a free trial for premium features.
If Capsule CRM is of interest and you'd like more information, please do make contact or take a look in more detail here.
Credit: Original article published here.