Capsule CRM gives you everything you need to effectively run your business and manage your contacts.
Combined with Cyclr you can integrate Capsule with many other business platforms, allowing you to enrich your CRM data with website, support, billing or eCommerce system data or repurpose it to enhance your marketing campaigns.Case Studies Pre-made Integrations Features Request a Demo
Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
In order to better understand a customer’s requirements and history with your company being able to see what support interactions they have had with you is a must. Support tasks can be performed and tracked by teams in numerous different applications, but having that data available in your CRM is vital for tracking your customer’s full history.
Web shops come in many forms, with popular platforms including Magento, WooCommerce and Shopify. Cyclr has you covered, with a wide range of data points to be tracked and synced, allowing you to push the data to areas of your Capsule CRM you need them the most. For example, let’s look at adding new sales from your WooCommerce shop as completed Capsule CRM Opportunities.
Cyclr support a wide (and growing) range of email marketing suites, that allow you to create beautiful and dynamic email campaigns. Our marketing integrations take a lot of the hassle out of creating more bespoke, user centric campaigns that really speak to your customers, as well as keeping the rest of your team in the loop. Plus, the drag and drop interface means you can set up custom workflows for new campaigns in minutes!
Sync your website to your business systems with this cycle. This automation workflow enhances new Gravity Form entries with FullContact before sending it to Capsule CRM where it is added as new contact. It is then added to your MailChimp email list.
Make sure everyone knows about your success with this workflow. When an opportunity is completed a message is automatically sent to your sales Slack channel, so you can all celebrate!
This Contact Form 7 and Capsule CRM integration, sends new form entries to your CRM; adding new contacts if they are not listed and creating new tasks relating to the incoming message.
Add your new orders from your Shopify eCommerce store to your Capsule CRM automatically with this workflow. When an order is made a the contact is added to your CRM while a new completed opportunity is created.
This workflow is triggered when a new Gravity Form is submitted, adding new contacts to Capsule CRM and SendGrid marketing suite, or updating the record if it is already present.
Full list of all Capsule v2 API methods that we provide.
|Create contact||This method allows you to add a contact.||action|
|Delete contact||This method allows you to delete a contact.||action|
|Get contact||This method allows you to get the details of a single contact.||get|
|Get contacts||This method allows you to get the details of all contacts.||get|
|Update contact||This method allows you to update a contacts.||action|
|Create Opportunity||This method allows you to add a Opportunity.||action|
|Delete Opportunity||This method allows you to delete a Opportunity.||action|
|Get Opportunities||This method allows you to get the details of all Opportunities.||get|
|Get Opportunity||This method allows you to get the details of a single Opportunity.||get|
|Update Opportunity||This method allows you to update a opportunities.||action|
|Create orgnisation||This method allows you to add a orgnisation.||action|
|Delete orgnisation||This method allows you to delete a orgnisation.||action|
|Get organisations||This method allows you to get the details of all organisations.||get|
|Get orgnisation||This method allows you to get the details of a single orgnisation.||get|
|Update orgnisation||This method allows you to update a organisations.||action|
|Create Party||This method allows you to add a Party.||action|
|Delete Party||This method allows you to delete a Party.||action|
|Get Parties||This method allows you to get the details of all Parties.||get|
|Get Party||This method allows you to get the details of a single Party.||get|
|Update Party||This method allows you to update a parties.||action|
|Create Task||This method allows you to add a Task.||action|
|Delete Task||This method allows you to delete a Task.||action|
|Get Task||This method allows you to get the details of a single Task.||get|
|Get Tasks||This method allows you to get the details of all Tasks.||get|
|Update Task||This method allows you to update a tasks.||action|