Loading

Capsule CRM + Simplero

Create or update Simplero contacts from new or updated contacts in Capsule CRM

Ensure your customer data stays consistent and up-to-date with this intuitive workflow which activates when you add or modify a contact in your Capsule CRM. Seamless integration then facilitates the creation or updates of the respective contact in your Simplero application. This automation saves you time and ensures data uniformity across your CRM and marketing systems.

Ensure your customer data stays consistent and up-to-date with this intuitive workflow which activates when you add or modify a contact in your Capsule CRM. Seamless integration then facilitates the creation or updates of the respective contact in your Simplero application. This automation saves you time and ensures data uniformity across your CRM and marketing systems.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    SimpleroSimplero
    Create or Update Contact

    Add a new contact or optionally update the information about a contact in Simplero.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
simplero logo
simplero logo

About Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

Related categories