Capsule CRM integration Whats App

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William Nicholls

Last Update 3 months ago

Capsule CRM integration Whats App

New Integrations for WhatsApp: Wati and Callbell

Capsule users are increasingly doing business in WhatsApp.


So we've teamed up with Wati and CallBell to give you 2 new ways to link your activity in WhatsApp to your CRM:

  • Automatically log WhatsApp activity against the relevant contact in Capsule - no need to spend time creating notes.
  • Send Capsule contacts to Wati or Callbell to start conversations in WhatsApp.

Requirements:

Wati set up instructions ›

Callbell set up instructions ›

FREE TRIAL with Capsule CRM

Capsule CRM offers a variety of integration options to help businesses streamline their customer relationship management processes. Some of the key integration features include:

And there are additional choices   


1. Email Integration: Capsule CRM integrates with popular email providers such as Gmail and Outlook, allowing users to sync their email conversations directly into the CRM. This ensures that all customer communications are stored in one central location, making it easier to track and manage interactions.

2. Calendar Integration: Capsule CRM can also sync with your preferred calendar application, such as Google Calendar or Outlook Calendar. This integration allows you to schedule and manage tasks, appointments, and follow-ups directly from within the CRM.

3. Social Media Integration: Capsule CRM offers integration with social media platforms like Twitter, LinkedIn, and Facebook. This allows you to track and manage social media interactions with your customers, helping you stay connected and responsive on these platforms.

4. Accounting Integration: Capsule CRM integrates with popular accounting software such as Xero and QuickBooks. This integration enables you to sync customer and financial data between the CRM and accounting systems, making it easier to manage invoicing, payments, and financial reporting.

5. Marketing Automation Integration: Capsule CRM integrates with marketing automation tools like Mailchimp and Transpond. This integration allows you to sync contact lists, track


6. Circleloop VOIP telephony integration phone directly from the CRM, record calls and a lot more

FREE TRIAL CIRCLELOOP


7.Full WhatsApp integrations with shops



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