Capsule CRM + Gist Integration

Connect Capsule CRM to Gist in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Gist
    Contact is created in Gist
  • Gist
    Tag is added to contact in Gist Instant
  • Gist
    Contact is updated in Gist
  • Gist
    Subscribed to a campaign in Gist Instant
  • Gist
    Unsubscribed from campaign in Gist Instant
  • Gist
    Tag is removed from contact in Gist Instant
  • Gist
    Performed an event in Gist Instant
  • Gist
    Form is created in Gist
  • Gist
    Campaign is created in Gist
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Gist Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Gist + Capsule CRM Integration

Create Capsule CRM person for new Gist contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Gist contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Gist + Capsule CRM Integration

Create Capsule CRM opportunity for new Gist contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Gist. Just connect your accounts, and every time a new contact is created in Gist, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Gist + Capsule CRM Integration

Create Capsule CRM task for new Gist contact

Capsule CRM and Gist are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Gist integration, you can automatically create task in Capsule CRM whenever a new contact is created in Gist.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Capsule CRM + Gist Integration

Create Gist contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Gist Automations from
Integrately Community

Most popularmost-popular-automations
01
Swipe Pages logo
Gist logo
Create Gist contact for new Swipe Pages response
02
involve.me logo
Gist logo
Create Gist contact for new involve.me participant
03
Thrive Leads logo
Gist logo
Create Gist contact for new Thrive Leads lead
04
Gist logo
CompanyHub logo
Create CompanyHub contact for new Gist contact
05
Elementor Forms logo
Gist logo
Create Gist contact for new Elementor Forms form submission
cloud
Gist
app integration
06
Block Survey logo
Gist logo
Create Gist contact for new Block Survey form response
07
LiveAgent logo
Gist logo
Create Gist contact for new LiveAgent user
08
Gist logo
Automizy logo
When Contact is created in Gist, create Contact in Automizy
09
Autopilot logo
Gist logo
Create Gist contact for new Autopilot contact
10
Landbot logo
Gist logo
Create Gist contact for new Landbot response
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Gist With 1400+ Other Apps

Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
Gist
Gist
Gist lets you automate your marketing campaigns with ease without any code or technical skills required. Make your life easier by managing customer support through live chat, surveys and smart forms on a single dashboard.