Capsule CRM Integrations

Name: Zapier
Availability: InStock

Put Capsule CRM to work with AI and enterprise-grade automation

Automate smarter with Capsule CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

ActiveCampaign

Marketing Automation

Squarespace Forms

Forms & Surveys

Typeform

Forms & Surveys

WooCommerce

eCommerce, WordPress

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

ActiveCampaign

Marketing Automation

Squarespace Forms

Forms & Surveys

Typeform

Forms & Surveys

WooCommerce

eCommerce, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Post won Capsule CRM opportunities to Slack
Details
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Capsule CRM + Filter by Zapier + Slack
Create or update ActiveCampaign contacts from new or updated Capsule CRM contacts
Details
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Capsule CRM + ActiveCampaign
Add new Shopify customers to Capsule CRM
Premium
Details
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Shopify + Capsule CRM
Create contacts in Capsule CRM from new Calendly invitees
Details
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Calendly + Capsule CRM
Import projects from Google Sheets into Capsule CRM
Details
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Google Sheets + Capsule CRM
Add new WooCommerce orders to Capsule CRM as new contacts
Details
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WooCommerce + Capsule CRM

Post won Capsule CRM opportunities to Slack

Details

Try it

Capsule CRM + Filter by Zapier + Slack

Create or update ActiveCampaign contacts from new or updated Capsule CRM contacts

Details

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Capsule CRM + ActiveCampaign

Add new Shopify customers to Capsule CRM

Details

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Shopify + Capsule CRM

Create contacts in Capsule CRM from new Calendly invitees

Details

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Calendly + Capsule CRM

Import projects from Google Sheets into Capsule CRM

Details

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Google Sheets + Capsule CRM

Add new WooCommerce orders to Capsule CRM as new contacts

Details

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WooCommerce + Capsule CRM

Add notes to Capsule CRM contacts for new Shopify orders

Details

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Shopify + Capsule CRM

Create new Capsule CRM contacts from new Squarespace Forms form submissions

Details

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Squarespace Forms + Capsule CRM

Create Capsule CRM contacts from new Jotform submissions

Details

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Jotform + Capsule CRM

Create new Capsule CRM contacts from new clients in Harvest

Details

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Harvest + Capsule CRM

Create new Capsule CRM projects from newly processed Parseur documents

Details

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Parseur + Capsule CRM

Find or create Capsule CRM contacts from new Jotform submissions

Details

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Jotform + Capsule CRM

Add notes to Capsule CRM contacts for new Shopify orders
Premium
Details
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Shopify + Capsule CRM
Create new Capsule CRM contacts from new Squarespace Forms form submissions
Details
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Squarespace Forms + Capsule CRM
Create Capsule CRM contacts from new Jotform submissions
Details
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Jotform + Capsule CRM
Create new Capsule CRM contacts from new clients in Harvest
Details
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Harvest + Capsule CRM
Create new Capsule CRM projects from newly processed Parseur documents
Details
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Parseur + Capsule CRM
Find or create Capsule CRM contacts from new Jotform submissions
Details
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Jotform + Capsule CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

Capsule CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM Integrations

Put Capsule CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Post won Capsule CRM opportunities to Slack