Capsule CRM and Freshsales integration + automation

Capsule CRM and Freshsales integrations couldn’t be easier with the Tray Platform’s robust Capsule CRM and Freshsales connectors, which can connect to any service without the need for separate integration tools.

Capsule CRM and Freshsales Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
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Freshsale

Freshsales

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete sales activityUpdate sales accountDelete leadCreate contactCreate cti phone callCreate leadDelete sales accountCreate manual callCreate sales accountCreate sales activityDelete contactFiltered searchand 2 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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