Capsule CRM Integrations

CRM (Customer Relationship Management)

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Connect Capsule CRM to 4000+ apps

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Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Storage by Zapier

Developer Tools, Zapier

Checkin.no

Event Management

Webflow

Website Builders

Mailchimp

Email Newsletters

Filter by Zapier

Developer Tools, Zapier

ActiveCampaign

Marketing Automation

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Storage by Zapier

Developer Tools, Zapier

Checkin.no

Event Management

Webflow

Website Builders

Mailchimp

Email Newsletters

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

Storage by Zapier

Developer Tools, Zapier

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Popular ways to use Capsule CRM workflows

Import sales opportunities from Google Sheets into Capsule CRM
Try it
Google Sheets + Capsule CRM
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Opportunity
See Zap details Try it
Import sales opportunities from Google Sheets into Capsule CRM
Import sales opportunities from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
Add new WooCommerce orders to Capsule CRM as new contacts
Try it
WooCommerce + Capsule CRM
More details
When this happens
Step 1: Order
Then do this
Step 2: Create Contact
See Zap details Try it
Add new WooCommerce orders to Capsule CRM as new contacts
Add new WooCommerce orders to Capsule CRM as new contacts
WooCommerce + Capsule CRM
Get email alerts for new Capsule tasks assigned to you
Try it
Capsule CRM + Filter by Zapier + Email by Zapier
More details
When this happens
Step 1: New or Updated Task
Then do this
Step 2: Only continue if...
Then do this
Step 3: Send Outbound Email
See Zap details Try it
Get email alerts for new Capsule tasks assigned to you
Get email alerts for new Capsule tasks assigned to you
Capsule CRM + Filter by Zapier + Email by Zapier
Import cases from Google Sheets into Capsule CRM
Try it
Google Sheets + Capsule CRM
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Case
See Zap details Try it
Import cases from Google Sheets into Capsule CRM
Import cases from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
Post won Capsule CRM opportunities to Slack
Try it
Capsule CRM + Filter by Zapier + Slack
More details
When this happens
Step 1: New or Updated Opportunity
Then do this
Step 2: Only continue if...
Then do this
Step 3: Send Channel Message
See Zap details Try it
Post won Capsule CRM opportunities to Slack
Post won Capsule CRM opportunities to Slack
Capsule CRM + Filter by Zapier + Slack
Add new Capsule CRM contacts to Jumplead
Try it
Capsule CRM + Jumplead
More details
When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create or Update Contact
See Zap details Try it
Add new Capsule CRM contacts to Jumplead
Add new Capsule CRM contacts to Jumplead
Capsule CRM + Jumplead
Add new Jumplead contacts to Capsule CRM
Try it
Jumplead + Capsule CRM
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
See Zap details Try it
Add new Jumplead contacts to Capsule CRM
Add new Jumplead contacts to Capsule CRM
Jumplead + Capsule CRM
Populate documents from new opportunities in Capsule CRM with WebMerge
Try it
Capsule CRM + Formstack Documents
More details
When this happens
Step 1: New or Updated Opportunity
Then do this
Step 2: Create Document Merge
See Zap details Try it
Populate documents from new opportunities in Capsule CRM with WebMerge
Populate documents from new opportunities in Capsule CRM with WebMerge
Capsule CRM + Formstack Documents

Supported triggers and actions

What does this mean?

New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Create Case
Creates a new Case.
Action
Write
Add Note to Entity
Adds a Note to an Entity.
Action
Write
Add Tag to Entity
Adds a Tag to an Entity.
Action
Write
Create Opportunity
Creates a new Opportunity.
Action
Write
Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
Capsule CRM
Creates a new Task.
Scheduled
Action
Capsule CRM
Finds a Case.
Scheduled
Action
Capsule CRM
Finds a Milestone.
Scheduled
Action
Capsule CRM
Finds a Opportunity.
Scheduled
Action
Capsule CRM
Finds a Contact.
Scheduled
Action
Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Related categories

CRM (Customer Relationship Management)

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Popular Capsule CRM Integrations