Integrate Capsule CRM with Retently

Sync customer contact information and sales data with Retently, trigger NPS/CSAT surveys after significant sales interactions or project completions, and use feedback scores to enhance customer relationship strategies.

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks, and sales opportunities. It allows users to track communication logs and manage projects effectively.

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Capsule CRM to Retently

1

New or Updated Project

Triggers when a given action is performed on a Project.
2

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.
3

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.
4

New or Updated Task

Triggers when a given action is performed on a Task.
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Retently to Capsule CRM

1

Create Project

Creates a new Project.
2

Add Tag to Entity

Adds a Tag to an Entity.
3

Create Contact

Creates a new Person or Organisation.
4

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
5

Update Contact

Updates an existing Contact.
6

Find Milestone

Finds a Milestone.
7

Find Contact

Finds a Person or Organisation.
8

Find or Create Project

Finds a Project, or Creates one if it does not exist.
9

Find or Create Contact

Finds a Person or Organisation, or Creates one if it does not exist.
10

Add Note to Entity

Adds a Note to an Entity.
11

Create Opportunity

Creates a new Opportunity.
12

Create Task

Creates a new Task.
13

Update Opportunity

Updates an existing Opportunity in Capsule CRM.
14

Find Project

Finds a Project.
15

Find Opportunity

Finds an Opportunity.
16

Find Stage

Finds a Stage.
17

Find or Create Opportunity

Finds an Opportunity, or Creates one if it does not exist.

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