Workflow Automation

Make work easier, faster and more consistent

Our workflow automation tools help you reduce manual work, speed up your processes and help you stay consistent. Set up workflows and triggered activities that just happen without having to move a muscle.

Workflow Automation

Automate your routine sales and work tasks

Combine automations to create a single workflow

Set up emails to be sent when triggered

  • An example of an automated sales pipeline workflow
  • An example of a using Workflow Automation to assign projects to departments
  • An example of a assigning ownership of sales and tasks using Workflow Automation
  • An example of a using Workflow Automation to trigger automated emails

Automated sales workflows

Our sales workflow automation features support sales reps and managers at every stage of the sales cycle.

  • Keep deals active

    Automated workflows keep a deal moving along your sales pipeline. When someone completes a series of tasks the deal moves to the next stage in the pipeline. Or, when a deal moves to a different milestone in the pipeline tasks become active. No manual moving or applying tasks is necessary, Capsule takes care of it for you.

  • Enhanced team collaboration

    Workflow Automation enhances collaboration between team members and departments. Transfer ownership of a sales opportunity to another team member or another team when a deal's status changes. Create workflows for everyone to follow and reduce the chance of human error. Plus, team members take responsibility for their tasks and sales.

  • Speed up your sales cycle

    Activate tasks, email your leads, move deals to the next stage in your pipeline and assign ownership of sales and tasks. The ball doesn't get dropped and potential customers are better served and happy.

  • Streamline communications

    Instead of manually creating emails every time you need to send one, you can now easily set up email templates for your most commonly used messages and trigger their delivery through automated workflows. This ensures consistency in how your business communicates with customers and anyone you do business with.

Project Management

Create and automate other business processes

Our workflows extend beyond automating sales tasks. You can use Workflow Automation with our project management features. Automate workflows for candidate management, onboarding new hires and customers, marketing and any other work you have.

  • Reduce project bottlenecks

  • Route projects to the right people at the right time

  • Maintain quality and consistency with defined processes

"It is helping our workflows and saving time."

Karen Garrattley

Cos Bookkeeping

Transpond Integration
Transpond by Capsule

More than workflows

Workflows aren't the only process you can automate. With Transpond by Capsule, our sister marketing tool, you can set up marketing automation.

By integrating Capsule and Transpond you can create segments, triggers and sequences based on Capsule data. Manage every interaction from a lead generation campaign to onboarding new customers or even surprising them on their birthday and holidays.

Learn more about Email Marketing

Trusted by thousands of businesses worldwide