Capsule CRM

Capsule CRM Integrations

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Capsule CRM Integration Details

Launched on Zapier December 7, 2011

Zapier combines Triggers (like "New or Updated Case") and Actions (like "Create Case") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Capsule CRM Triggers, Searches, and Actions are supported by Zapier:

Create Case

Creates a new Case.

Create Opportunity

Creates a new Opportunity.

Create Contact

Creates a new Person / Organisation.

Add Note to Entity

Adds a Note to an Entity.

Add Tag to Entity

Adds a Tag to an Entity.

Create Task

Creates a new Task.

New or Updated Case

Triggers when a given action is performed on a Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Contact

Triggers when a given action is performed on a Contact.

New or Updated Task

Triggers when a given action is performed on a Task.

Find Case

Finds a Case.

Find Opportunity

Finds a Opportunity.

Find Contact

Finds a Contact.

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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.

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