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Integrating Capsule CRM with pocket by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Capsule CRM and pocket

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Integrations for Capsule CRM
About Capsule CRM

A capsule CRM is a type of customer relationship management software that is designed to be easily integrated into existing business applications. It typically includes features such as contact management, lead tracking, and sales automation, among others. Capsule CRMs are often used by small and medium-sized businesses, as they offer a cost-effective and streamlined solution for managing customer interactions.

About pocket

Pocket is a free service that makes it easy to discover great content that’s personalized to your interests, and save this content so you can return to it later – on any device, at any time.

Integrations for pocket
Connect Capsule CRM + pocket in easier way

It's easy to connect Capsule CRM + pocket without coding knowledge. Start creating your own business flow.

  • Triggers
  • Contact Updated Instant

    Triggers when a contact is updated

  • New Contact Instant

    Triggers when a new contact created.

  • New Opportunity Instant

    Triggers when a new opportunity is created.

  • New Project Instant

    Triggers when a new project is created.

  • New Task Instant

    Triggers when a new task is created.

  • Project Updated Instant

    Triggers when a project is updated.

  • Task Updated Instant

    Triggers when a task is updated.

  • Updated Opportunity

    Triggers when a opportunity is updated

  • Actions
  • Create Contact

    Create a new contact.

  • Create Project

    Creates a Project

How Capsule CRM & pocket Integrations Work

  1. Step 1: Choose Capsule CRM as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick pocket as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Capsule CRM to pocket.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:16 am
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