How to connect Capsule CRM + Wishpond
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- New or Updated CaseTriggers when a given action is performed on a Case.Trigger
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Case.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Contact.
Scheduled
Action
- Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action
- Wishpond
Triggers when a new lead is created.
Scheduled
Trigger
- Wishpond
Triggers when a chosen lead performs an event or activity.
Scheduled
Trigger
- Wishpond
Triggers when a new lead is added to a chosen list.
Scheduled
Trigger
- Wishpond
Triggers when a new list is created.
Scheduled
Trigger
- Wishpond
Add properties to a lead.
Scheduled
Action
- Wishpond
Add an existing lead to a chosen list.
Scheduled
Action
- Wishpond
Creates a new lead.
Scheduled
Action
- Wishpond
Creates a new list.
Scheduled
Action
- Wishpond
Remove a lead from a chosen list.
Scheduled
Action
How Capsule CRM + Wishpond Integrations Work
- Step 1: Authenticate Capsule CRM and Wishpond.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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