Capsule CRM Integrations

If your sales team use Capsule CRM and MailChimp is your email marketing platform, use Zapier to integrate the two automatically. Once you set up this integration, new Capsule CRM people created from that point forward are individually added as a new subscriber on a MailChimp list.

Note: This Zapier integration doesn't create MailChimp subscribers from existing Capsule CRM people, only people that are created after you've set it up.

How It Works

1. A new Capsule CRM person is created
2. Zapier adds the data submitted to a MailChimp list as a subscriber

What You Need

• A Capsule CRM account
• A MailChimp account

Google Calendar is an easy way to schedule events but you may also need to notify your sales team in Capsule CRM. Use Zapier to automatically send Google Calendar events (from a specific calendar) to Capsule CRM as new tasks.

Once this Google Calendar to Capsule CRM integration has been setup, all Google Calendar events (from a specific calendar) from that point forward will be copied to Capsule CRM as new tasks.

Note: This Zapier integration will not copy existing Google Calendar events to your Capsule CRM account, only new events created after you've set it up.

How It Works

1. A Google Calendar event is created.
2. Zapier creates a new task in your Capsule CRM account.

What You Need

• A Google Calendar account
• A Capsule CRM account

If you use Slack for team communication, you can keep your whole team updated when new opportunities are created in Capsule CRM. Use Zapier to start notifying your team via Slack of new Capsule CRM opportunities as they are created, or when they reach a certain milestone.

With this integration, you select a Slack channel and format a message with names, email addresses and any other information you'd like to share. Once you set up this integration, new Capsule CRM opportunities created from that point forward are individually posted to the Slack channel and shared with your team. Or, you can use the Slackbot channel to notify yourself privately of new Capsule CRM opportunities.

How It Works

1. A new Capsule CRM opportunity is created.
2. Zapier adds the data submitted to a Slack channel as a message.

What You Need

• A Capsule CRM account
• A Slack account

Do you use Capsule to keep track of and communicate with the people you do business with? Use Zapier to start automatically adding new Acuity Scheduling contacts to Capsule CRM as they create a new appointment.

Once you set up this Acuity Scheduling to Capsule CRM integration, new appointment contacts created from that point forward are automatically added to your Capsule CRM as new people.

How It Works

1. A new Acuity Scheduling appointment is created.
2. Zapier adds the appointment contact to Capsule CRM as a new person.

What You Need

• An Acuity Scheduling account
• A Capsule CRM account

If you use Gmail for ad-hoc or follow-up emails, then you can use Zapier to automatically add new Capsule CRM people to Google Contacts as new contacts. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail.

Once you set up this Capsule CRM Google to Contacts integration, new Capsule CRM people created from that point forward are individually added to Google Contacts.

Note: This Zapier integration doesn't import existing Capsule CRM people into Google Contacts, only new people after you've set it up.

How It Works

1. A new person is added to a Capsule CRM account
2. Zapier adds that data to Google Contacts as a new contact

What You Need

• A Capsule CRM account
• A Google Contacts account

Capsule CRM tasks can be used as reminders for such things as a meeting, phone call or submission deadline. Use Zapier to start adding new Capsule CRM tasks to a Google Calendar as they are created.

Once you set up this Capsule CRM to Google Calendar integration, new Capsule CRM tasks created from that point forward are automatically added to your Google Calendar as detailed events.

How It Works

1. A new Capsule CRM task is created.
2. Zapier adds the task to a Google Calendar as a detailed event.

What You Need

• A Capsule CRM account
• A Google Calendar account

Capsule CRM tasks are reminders for your sales team, but if the wider team uses Trello to manage tasks visually, use Zapier to integrate the two. Zapier can watch your Capsule CRM account and automatically add new cards to a Trello board as these tasks are added by the sales team.

Once this integration has been set up, all new Capsule CRM tasks created from that point forward will create a Trello card for your team.

Note: This Zapier integration doesn't create Trello cards for existing tasks in a Capsule CRM account, only new tasks created after you've set it up.

How It Works

1. A task is added to a Capsule CRM account
2. Zapier creates a new card in Trello

What You Need

• A Capsule CRM account
• A Trello account

While you can't import opportunities directly into Capsule, with this Zap you can setup a Google Sheet with rows of opportunities and use it to create opportunities in your Capsule account.

Note: This Zap can't update existing opportunities in Capsule. It can only create brand new sales opportunities for existing contacts. It will also only create opportunities with the same milestone that you pre-define in the Zap.

How this Google Sheets-Capsule CRM integration works

1. A new row is added to your Google Sheet.
2. Zapier creates a new sales opportunity for it in your Capsule account.

Apps involved

• Google Sheets
• Capsule CRM

How to set up your Google Sheet

In order to create the opportunities in Capsule you need to create a Google Sheet with columns for at least the following information:

• ID or email address for the contact to link the opportunity to
• Name of the opportunity

Any additional fields are up to you. The standard Capsule opportunity fields include:

• Description
• Expected Value
• Expected Close Date

Setup in Capsule

Before you can create opportunities you need to have your milestones setup. To set them up, go to your Capsule Settings > Opportunity Milestones and create them from there.

Note that you need to be a Capsule admin to be able to create milestones.

Do you find that it’s a hassle manually creating opportunities in Capsule CRM? Now, when you send a new quote in Quotient, Zapier will create a new opportunity in Capsule CRM for you.

Note: This Zap can't update existing opportunities in Capsule CRM. It can only create brand new opportunities.

How this Quotient-Capsule CRM integration works

1. A new quote is sent in Quotient
2. Zapier creates a new opportunity in Capsule CRM

Apps involved

• Quotient (account with administrator access)
• Capsule CRM

Capsule CRM tasks are reminders for your sales team, but if you or your colleagues need to know when a new task is created, use Zapier to watch your Capsule CRM and generate a Gmail alert when a new task is added.

All new tasks added to Capsule CRM after you set up this integration will trigger a Gmail alert. The email can be sent to multiple recipients.

How It Works

1. A task is added to a Capsule CRM account
2. Zapier generates a Gmail alert

What You Need

• A Capsule CRM account
• A Gmail account

WooCommerce is the native Wordpress plugin that turns your site into an eCommerce store. Rather than manually importing your customers into Capsule CRM, use Zapier to start automatically adding your customers to Capsule CRM whenever you receive a new order.

Once you set up this WooCommerce to Capsule CRM integration, new customers from that point forward are individually added to Capsule CRM as new people.

Note: This Zapier integration doesn't import customers from previous orders into Capsule CRM, only customers from new orders after you've set it up.

How It Works

1. A new WooCommerce order is created
2. Zapier adds that order detail to Capsule CRM as a new person

What You Need

• A WordPress site with WooCommerce installed
• A Capsule CRM account

Using a Google Sheets spreadsheet is an easy and convenient way to collate contact data from various sources. Zapier can automatically add this data into Capsule CRM as new people. You must have a row of column headers and at least one entry in your spreadsheet when you set up the integration. So to get started, simply create a spreadsheet with a row of column headings to match your data needs, and at least one row of data.

Once you set up this integration, new Google Sheet spreadsheet rows added from that point forward are individually added to Capsule CRM as new people.

Note: This Zapier integration doesn't create Capsule CRM people from Google Sheet spreadsheet rows that already exist in the spreadsheet, only rows added to the bottom of the spreadhsheet after you've set it up.

How It Works

1. A new spreadsheet row is added to the bottom of the Google Sheets spreadsheet
2. Zapier adds the data in that row to Capsule CRM as a new person

What You Need

• A Google Apps account
• A Capsule CRM account

All your important activity happens on your CRM, but that doesn't mean you're able to check it constantly. Make sure you never miss key action items by setting up this Zap to keep you alerted. Once active, it will trigger with every new task you add to Capsule CRM, automatically emailing you all the details you need via Zapier's native email service.

How this Capsule CRM-Email integration works

1. A new task is added on Capsule CRM
2. Zapier automation sends you an email

Apps involved

• Capsule CRM

Rather than waiting for a one-time import of attendees into Capsule CRM, use Zapier to start automatically adding new attendees to your CRM. Once you set up this Capsule CRM-Zoho CRM integration, new attendees from that point forward are individually added as leads.

Note: This Zapier integration doesn't import already registered event attendees into Capsule CRM—only new attendees after you've set it up.

How It Works

1. Zapier keeps an eye on your event's attendee list
2. When a new attendee registers, Zapier adds that individual to Capsule CRM as a contact (customizable)

What You Need

• Eventbrite account with live event
• Capsule CRM account

If you or your colleagues need to know when a new opportunity is created in a Capsule CRM account, use Zapier to watch your Capsule CRM account and generate a Gmail alert when a new opportunity is added. All new opportunities added to Capsule CRM, or that reach a certain milestone, after you set up this integration will trigger a Gmail alert. The email can be sent to multiple recipients.

How It Works

1. A lead is added to a Capsule CRM account
2. Zapier generates a Gmail alert

What You Need

• A Capsule CRM account
• A Gmail account

Sometimes you may want to know if your Capsule CRM people or organisations have subscribed to your MailChimp list. Use Zapier to start automatically adding a tag to your Capsule CRM party when a new subscriber is added to a MailChimp list. This integration is based on your MailChimp subscriber and your Capsule CRM party sharing the same email address.

Once you set up this integration, new MailChimp subscribers added to a list will automatically have their Capsule CRM person or organisation tagged with a meaningful tag you define.

Note: This Zapier integration doesn't tag Capsule CRM people from existing MailChimp subscribers in a list, only subscribers added to a list after you've set it up.

How It Works

1. A new subscriber is added to a MailChimp list
2. Zapier tags that Capsule CRM party with the tag you define

What You Need

• A MailChimp account
• A Capsule CRM account

Save time transating client records to your favourite CRM platform with the QuickFile to Capsule integration. Simply create a new client on QuickFile and have the client information automatically transferred over to Capsule.

Note: This Zapier integration doesn't create Capsule organizations from previously entered QuickFile clients, only new clients after you've set it up.

How It Works

1. A new client is entered on QuickFile
2. Zapier creates an Organization entry on your Capsule account

What You Need

• QuickFile account
• Capsule account

Capsule CRM allows your sales team to manage opportunities through a pipeline, but if your wider team uses Trello for internal communication, then use Zapier to integrate the two.

Once you setup this integration, Zapier will automatically create new Trello cards from new Capsule CRM opportunities, or you can set up this integration to only create new Trello cards when opportunities reach a certain milestone.

Note: This Zapier integration doesn't create Trello cards for existing Capsule CRM opportunities, only opportunities created after you've set it up.

How It Works

1. A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
2. Zapier creates a new card in Trello

What You Need

• A Capsule CRM account
• A Trello account

Capsule CRM cases capture everything that can happen for a particular event or project. If your wider team uses Trello, use Zapier to watch your Capsule CRM account and automatically add new cards to a Trello board when cases are added by your sales team.

Once this integration has been set up, all new Capsule CRM cases created from that point forward will create a Trello card for your team.

Note: This Zapier integration doesn't create Trello cards for existing cases in a Capsule CRM account, only new cases created after you've set it up.

How It Works

1. A case is added to a Capsule CRM account
2. Zapier creates a new card in Trello

What You Need

• A Capsule CRM account
• A Trello account

If you need to track your new Capsule CRM opportunities in a Google Sheets spreadsheet, then Zapier is the integration tool you need. Once you setup this integration, Zapier will automatically create new Google Sheets rows from all new Capsule CRM opportunities, or you can set up this integration to only create new spreadsheet rows when opportunities reach a certain milestone.

It's a simple way to keep from copying and pasting data from Capsule CRM into a spreadsheet.

Note: This Zapier integration doesn't create new rows from existing Capsule CRM opportunities, only opportunities created after you've set it up.

How It Works

1. A new Capsule CRM opportunity is created or an opportunity reaches a certain milestone
2. Zapier adds that data to a Google Sheets spreadsheet as a new row

What You Need

• A Capsule CRM account
• A Google Sheets account