How to connect Endorsal + Capsule CRM
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- New Testimonial SubmissionTriggers when a new testimonial is submitted to your property.Trigger
- Create a New ContactCreates a new contact to send a testimonial request to.Action
- Create a SuperLinkCreate a unique SuperLink based customer data of your choice.Action
- Submit a New TestimonialAutomatically submit a new testimonial to Endorsal.Action
- 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
- 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.
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