Sembly + Capsule CRM
Boost meeting productivity with
Sembly’s AI integration for Capsule CRM
Boost meeting productivity with
Sembly’s integration for Capsule CRM
Automate Capsule CRM with AI!
Sembly transforms customer interactions into structured Capsule CRM data, ensuring seamless workflow automation and improved efficiency.
Whether managing leads, tracking deals, or enhancing client relationships, Sembly empowers your team to stay organized and focused on closing more sales effortlessly.


Sembly AI-Powered Capsule CRM Integration: Essential Features

Sembly will automatically send meeting notes to your Capsule CRM
Supercharge your Capsule CRM by seamlessly incorporating Sembly AI. Automatically sync meeting notes with Capsule CRM entries to streamline communication, centralize key insights, and enhance team productivity.
Simplify collaboration, improve information flow, and optimize your sales pipeline. Transform how your team works – integrate Sembly with Capsule CRM today!
Send AI recognized tasks after every meeting to Capsule CRM
Upgrade communication by seamlessly sending meeting insights as actionable tasks directly to your Capsule CRM. Centralize critical insights and tasks while improving team efficiency and performance.
Revolutionize your collaboration – sync Sembly with Capsule CRM and ensure your team stays on top of every meeting outcome.


Send, review, and store meeting transcriptions in Capsule CRM
Automatically send transcriptions and meeting metadata to the relevant contact profiles in Capsule CRM.
Integrate Sembly’s transcriptions to enhance communication, centralize project management, foster transparency, and boost productivity. Revolutionize your collaboration with Capsule CRM today!
Control your meetings data flow with advanced filters
Streamline your workflow across various platforms with Sembly’s powerful filtering feature. Filter meeting insights by team, meeting type, organizer, and keywords, ensuring you focus on what matters most.
Sembly allows you to customize filters tailored to your team’s unique needs. Revolutionize your workflow – integrate Sembly’s automated meeting filtering and make every meeting count.

Semblian: The Add-On Advantage for Sembly AI + Capsule CRM Integration

Streamline Capsule CRM with Semblian Automations!
Maximize your CRM efficiency with AI-powered automation! Semblian transforms meetings and conversations into structured, actionable insights—automatically logging key details, tracking follow-ups, and keeping your Capsule CRM organized.
No more manual updates or missed opportunities. Semblian ensures your sales and client interactions stay on track effortlessly, so you can focus on closing deals and building relationships.
Capsule CRM AI Integration Process with Sembly
Go to ‘My Automations’ or ‘Workspace Automations’ page in the menu.
Setup your custom workflow easily with a simple wizard.
Sembly is ready to automatically send meeting data to your application.
Privacy & Security You Can Trust
Enterprise-grade security
Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.
Compliance & privacy
Sembly was created with a strong focus on privacy and security that scales to any size organization. Sembly is GDPR compliant and SOC 2 Type II certified. Sembly is officially SOC 2 compliant as of August 11, 2022.
We DO NOT use audio, video, or text data from Enterprise Plan customers for model training. Other plans can manage this with opt-out settings.
Any PII shared with us is used ONLY to provide service features such as account registration and access to service, not for any other purpose.
We NEVER share content outside of our organization other than with specified subprocessors.

Browse all Sembly integrations
Send meeting notes, tasks and transcriptions to apps you use every day.
FAQs About Capsule CRM Automation with Sembly
Does Capsule CRM use AI for automation?
Yes! Capsule CRM AI integration helps automate workflows, reducing manual effort and enhancing Capsule CRM automations. With AI-driven insights, teams can streamline follow-ups, manage customer interactions efficiently, and improve sales pipeline tracking.
How do I set up Sembly AI with Capsule CRM?
Setting up Capsule CRM AI integration with Sembly AI is simple:
1️⃣ Connect Sembly AI to Capsule CRM automations via the integration settings.
2️⃣ Enable AI-powered automation to sync meeting summaries and automate task creation.
3️⃣ Customize automation settings to match your CRM workflows.
4️⃣ Start improving efficiency with AI-driven insights and workflow optimization.
What Capsule CRM features work better with Sembly AI?
Sembly AI enhances Capsule CRM AI implementation by optimizing key CRM automation functions:
✅ Automated Task Creation → Convert customer conversations into actionable follow-ups.
✅ Sales Pipeline Optimization → Track leads, deals, and next steps with AI-driven insights.
✅ Smart Task Management → Assign and update tasks dynamically with Capsule CRM automation.
✅ Enhanced Customer Interactions → Personalize outreach and manage customer relationships efficiently.
✅ Meeting Insights Sync → Capture and structure discussions from sales calls or team meetings.
What security measures does Sembly AI offer for Capsule CRM data?
Sembly AI follows strict security protocols to protect your Capsule CRM data. With encrypted storage, role-based access controls, and compliance with industry standards, your customer and sales information remain secure while benefiting from Capsule CRM AI integration.
How long does it take to connect Sembly AI to Capsule CRM?
The integration process is fast and seamless. In just a few minutes, users can set up Capsule CRM AI, automate task tracking, and enhance CRM workflows with AI-driven efficiency.
How do I know if my Capsule CRM account is ready for AI?
To take advantage of Capsule CRM AI implementation, ensure that your account has integration permissions enabled. Once connected, Sembly AI enhances Capsule CRM automations, helping teams track sales, organize customer interactions, and streamline deal management.
Does Sembly AI work with other Capsule CRM integrations?
Yes! Sembly AI seamlessly integrates with Capsule CRM automations, improving CRM workflows for sales, marketing, and customer relationship management. Whether for small businesses or larger sales teams, AI-driven automation enhances productivity.
Does Sembly AI improve task management efficiency in Capsule CRM?
Absolutely! By automating task updates, summarizing sales meetings, and improving Capsule CRM AI implementation, Sembly AI helps teams work more efficiently. AI reduces repetitive work, allowing businesses to focus on high-value customer interactions.
Introducing Semblian 2.0
- ✦ Multi-Meeting Chats
- ✦ AI Insights
- ✦ AI Artifacts
