What is the Capsule CRM Integration?

Who has access to this feature?

Access level: All Users

The Capsule CRM integration allows you to sync lead data and sales information between WhatConverts and Capsule CRM, enabling you to track which marketing efforts generate leads and revenue while keeping your CRM updated with fresh contacts.

Why Use the Capsule CRM Integration?

By integrating Capsule CRM with WhatConverts, you can maintain a complete view of your customer journey from initial marketing contact through closed sales. This integration helps you understand which marketing channels generate the most valuable customers and ensures your sales team has immediate access to new leads from your marketing efforts.

This integration enables you to:

Send new lead data from WhatConverts to Capsule CRM as contacts automatically
Keep your sales team updated with fresh leads without manual data entry
Send quote values and sales data from Capsule CRM back to WhatConverts
Track complete revenue attribution to understand which marketing sources generate the most sales

How It Works

The Capsule CRM integration operates through Zapier workflows that automatically sync data between WhatConverts and Capsule CRM. When a new lead is tracked in WhatConverts, a workflow can automatically create a corresponding contact in Capsule CRM. When a deal closes or a quote is updated in Capsule CRM, another workflow can send that sales information back to WhatConverts to complete the revenue attribution picture.

Examples of How Businesses Use the Capsule CRM Integration

Marketing teams send quote and deal values from Capsule CRM back to WhatConverts to see which campaigns generate the highest revenue, not just the most leads.
Sales teams sync closed deals from Capsule CRM to WhatConverts to connect real sales outcomes to the original lead source.
Business owners use sales data from Capsule CRM in WhatConverts to measure true ROI and invest more in the marketing channels that drive revenue.

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