Connect Capsule CRM and CRM in Cloud to unlock the power of automation
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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect Capsule CRM to CRM in Cloud with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Capsule CRM with CRM in Cloud - no code necessary. See how you can get setup in minutes.
Select a trigger from Capsule CRM
A trigger is an event that starts your Zap and runs the workflow. For example, with Capsule CRM, a trigger could be "New or Updated Project."
Setup an action from CRM in Cloud
An action is what takes place after the automation is triggered. For example, with CRM in Cloud, the action could be "Create or Update Activity."
That’s it! You just connected Capsule CRM to CRM in Cloud
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Connect Capsule CRM and CRM in Cloud to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Learn how to automate Capsule CRM on the Zapier blog
Learn how to automate CRM in Cloud on the Zapier blog
Related categories
Similar appsHighrise CRM (Customer Relationship Management)Streak CRM (Customer Relationship Management)Insightly CRM (Customer Relationship Management)
About CRM in Cloud
CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.
Related categories
Similar appsZapier Interfaces App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
