Capsule CRM Integrations
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Popular ways to use Capsule CRM workflows
- Import sales opportunities from Google Sheets into Capsule CRM
Import sales opportunities from Google Sheets into Capsule CRM
- Add new WooCommerce orders to Capsule CRM as new contacts
Add new WooCommerce orders to Capsule CRM as new contacts
- Get email alerts for new Capsule tasks assigned to you
Get email alerts for new Capsule tasks assigned to you
- Populate documents from new opportunities in Capsule CRM with WebMerge
Populate documents from new opportunities in Capsule CRM with WebMerge
- New or Updated CaseTriggers when a given action is performed on a Case.Trigger
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- 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
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