Integrate Capsule CRM with Appy Pie Chatbot using AI Agents

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

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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 Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

Appy Pie Chatbot Integrations
Connect Capsule CRM + Appy Pie Chatbot in easier way

It's easy to connect Capsule CRM + Appy Pie Chatbot 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

  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

  • Actions
  • Create Contact

    Create a new contact.

  • Create Project

    Creates a Project

  • Update Contact

    Update an exiting contact.

How Capsule CRM & Appy Pie Chatbot 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 Appy Pie Chatbot 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 Appy Pie Chatbot.

    (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 September 8, 2024, 12:12 am
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