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Hi 

I have been tasked to explore how to integrate Capsule CRM and Clickup.

I understand it can be done with Zapier.

But how does it benefit our operations effectiveness and efficiencies?

I am using Capsule for CRM activities and Clilckup for projects follow up. 

I also understand that Clickup has CRM function.

Therefore, is it really necessary to use Capsule CRM?

Thanks in advance for kind advice.

Hi @ben0632 

One neat advice would be if you find yourself moving data from Capsule to Clickup manually on a regular basis, that task is likely can be done through Zapier. Although using a single platform is more efficient in my opinion.

Hi @ben0632 

Depends on your use cases.

Every app has pros/cons/limitations.

Other factors come into play such as pricing, volume, integration capabilities, etc.

When in doubt, spend some time to test it out using real life use cases to evaluate the feasibility of what you are trying to configure.

 

Some benefits of automation include speed, time saving, accuracy, ability to scale, 24/7 operations, etc.

 

Zap app available triggers/actions:

Capsule CRM: https://zapier.com/apps/capsulecrm/integrations#triggers-and-actions

ClickUp: https://zapier.com/apps/clickup/integrations

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