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Book An AppointmentTriggers when a new customer is created.
Triggers when a new task is created.
Triggers when a contact is updated
Triggers when a new contact created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a project is updated.
Triggers when a task is updated.
Triggers when a opportunity is updated
Creates a new customer.
Creates a Task.
Create a new contact.
Creates a Project
Update an exiting contact.
Triggers when a new customer is created.
Triggers when a new task is created.
Triggers when a contact is updated
Triggers when a new contact created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a project is updated.
Triggers when a task is updated.
Triggers when a opportunity is updated
Creates a new customer.
Creates a Task.
Create a new contact.
Creates a Project
Update an exiting contact.
Choose Printavo as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Capsule CRM as the action app from the list.
Connect your Capsule CRM account & authenticate it.
Select the data you want to send from Printavo to Capsule CRM & your AI Agent is ready!
Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign shops to manage their business.
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.
The integration between Printavo and Capsule CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Printavo with Capsule CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Printavo-Capsule CRM integration:
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