Capsule CRM For Workflows

Capsule CRM for Workflows: Elevate Your Customer Relationship Management

Capsule CRM for Workflows empowers you to automate and optimize customer relationship management with ease. From tracking tasks and opportunities to managing custom fields and projects, Capsule CRM ensures seamless data organization and enhanced productivity.

Available Actions

• Task Management:

  • Create Task – Add new tasks to keep your workflow organized.

  • Get Task – Retrieve details of specific tasks for better tracking.

  • Update Task – Modify task details to reflect changes or progress.

  • Delete Task – Remove outdated or completed tasks.

• Project Management:

  • Create Project – Start new projects to streamline workflow execution.

  • Get Project – Access project details for better oversight.

  • Update Project – Modify existing projects to ensure accuracy.

  • Delete Project – Remove completed or unnecessary projects.

• Opportunity Management:

  • Create Opportunity – Add new business opportunities for tracking potential deals.

  • Show Opportunity – Retrieve detailed information about an opportunity.

  • Update Opportunity – Modify opportunity details as they progress.

  • Delete Opportunity – Remove outdated or irrelevant opportunities.

  • Add Additional Party in Opportunity – Associate additional stakeholders with an opportunity.

• Tags & Categories:

  • Create Tag – Organize CRM data with new tags.

  • Show Tag – Retrieve details about an existing tag.

  • Update Tag – Modify tag attributes to reflect changes.

  • Delete Tag – Remove unwanted or redundant tags.

  • Create Task Category – Categorize tasks for better organization.

  • Show Task Category – View details of task categories.

  • Update Task Category – Modify task categories to match evolving needs.

  • Delete Task Category – Remove unnecessary task categories.

• Custom Fields & Tracks:

  • Create Custom Field – Add custom fields to capture specific data.

  • Get Custom Field – Retrieve details about an existing custom field.

  • Update Custom Field – Modify field data as needed.

  • Delete Custom Field – Remove custom fields that are no longer required.

  • Create Track – Define workflow tracks for structured business processes.

  • Show Track – View details of workflow tracks.

  • Update Track – Modify tracks for workflow optimization.

  • Delete Track – Remove outdated or redundant tracks.

• Milestone Management:

  • Create Milestone – Define key milestones for projects and opportunities.

  • Find Milestone – Retrieve specific milestones for tracking progress.

  • Update Milestone – Modify milestone details as projects evolve.

  • Delete Milestone – Remove milestones that are no longer relevant.

• Entry & Party Management:

  • Create Entry – Add notes or updates to CRM records.

  • Show Entry – Retrieve existing CRM entries.

  • Update Entry – Edit CRM entries for accuracy.

  • Delete Entry – Remove obsolete CRM entries.

  • Create Party – Add new contacts, leads, or companies.

  • Show Party – Retrieve detailed party information.

  • Update Party – Edit party details to maintain up-to-date records.

  • Delete Party – Remove contacts or organizations that are no longer relevant.

Available Triggers

• Opportunity Tracking:

  • Opportunity Created – Trigger workflows when a new opportunity is added.

  • Opportunity Updated – Start actions when an opportunity is modified.

• Project Management:

  • Project Created – Initiate workflows upon the creation of a new project.

  • Project Updated – Trigger events when a project is modified.

• Task Automation:

  • Task Created – Start workflows when a new task is added.

  • Task Updated – Trigger actions when a task is modified.

• Party Management:

  • Party Created – Automate actions when a new contact or organization is added.

  • Party Updated – Trigger workflows when party details are changed.

Support and Training Resources

• Step-by-Step Tutorials – Follow easy guides to set up automation for tasks, opportunities, and customer data.

• Expert Video Training – Learn best practices for CRM workflows with video walkthroughs.

• Comprehensive Knowledge Base – Access FAQs, troubleshooting tips, and CRM strategies.

• 24/7 Support – Get real-time assistance from our expert team.

Why Choose Capsule CRM for Workflows?

• Enhance CRM Efficiency – Automate repetitive tasks, ensuring smooth workflow execution.

• Boost Sales & Engagement – Track opportunities, manage projects, and optimize deal pipelines.

• Seamless Customer Management – Keep contact records, notes, and interactions organized.

Revolutionize Your CRM Workflows Today

With Capsule CRM for Workflows, you’re not just managing customer data—you’re optimizing relationships and driving business success. Install now to automate CRM tasks, enhance collaboration, and supercharge your workflow efficiency.