Endorsal + Capsule CRM Integrations

How to connect Endorsal + Capsule CRM

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Supported triggers and actions

What does this mean?

New Testimonial Submission
Triggers when a new testimonial is submitted to your property.
Trigger
Scheduled
Create a New Contact
Creates a new contact to send a testimonial request to.
Action
Write
Create a SuperLink
Create a unique SuperLink based customer data of your choice.
Action
Write
Submit a New Testimonial
Automatically submit a new testimonial to Endorsal.
Action
Write
New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Capsule CRM
Creates a new Case.
Scheduled
Action
Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
Capsule CRM
Creates a new Opportunity.
Scheduled
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

How Endorsal + Capsule CRM Integrations Work

Step 1: Authenticate Endorsal and Capsule CRM.
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.

Connect apps

Connect Endorsal + Capsule CRM

About Endorsal

Endorsal fully automates the collection and display of testimonials & reviews, boosting social proof on autopilot.

Related categories

Marketing Automation

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 more