Capsule CRM Integrations

  • Add new MailChimp subscribers to Capsule CRM as new people

    Sometimes you may want to automatically capture new MailChimp subscribers to your Capsule CRM account as new people. Use Zapier to start automatically adding new MailChimp list subscribers to your CRM as they are created.

    Once you set up this integration, new MailChimp subscribers added to the list from that point forward are individually added to Capsule CRM as new people.

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

    How It Works

    1. A new subscriber is added to a MailChimp list
    2. Zapier adds that subscriber to Capsule CRM as a new person

    What You Need

    • A MailChimp account
    • A Capsule CRM account
  • Add new Capsule CRM tasks to Todoist

    Capsule CRM tasks can be used as reminders for your sales team, but you may also need to track these tasks in Todoist. Use Zapier to automatically start adding new Capsule CRM tasks to Todoist as they are created.

    Once you set up this Capsule CRM to Todoist integration, new Capsule CRM tasks created from that point forward are automatically added to Todoist.

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

    How It Works

    1. A new Capsule CRM task is created
    2. Zapier adds the task to Todoist

    What You Need

    • A Capsule CRM account
    • A Todoist account
  • Add new Facebook Lead Ad leads as a new person in Capsule CRM

    Are you manually uploading Facebook leads into Capsule CRM? Zapier can automate this task for you! Once this integration is configured, new Facebook Lead Ad leads will automatically create a new person in Capsule CRM for you, allowing your sales teams to efficiently follow up with your brand new leads.

    How this Facebook Lead Ads-Capsule CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in Capsule CRM

    Apps involved

    • Facebook Lead Ads
    • Capsule CRM
  • Add New Capsule CRM Tasks to Asana

    Make sure you stay on top of your Capsule CRM tasks no matter where you're working by copying them to your Asana project or workspace as new tasks.

    How It Works

    1. Someone creates a new task in Capsule CRM
    2. Zapier automatically creates a copy of that task in Asana

    What You Need

    • A Capsule CRM account
    • An Asana account
  • Add new Google Contacts to Capsule CRM as new people

    Google Contacts is the easy way to collate new contacts from your inbound email. Use Zapier to automatically send Google Contacts (from a contact group) to Capsule CRM as new people.

    Once this Google Contacts to Capsule CRM integration has been set up all new Google Contacts (added to a contact group) from that point forward will be copied to Capsule CRM.

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

    How It Works

    1. A new contact is created in Google Contacts
    2. Zapier copies the contact to your Capsule CRM account

    What You Need

    • A Google Contacts account
    • A Capsule CRM account
  • Add new Capsule CRM people to MailChimp as new subscribers

    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
  • Add new Google Calendar events to Capsule CRM as new tasks

    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
  • Post Slack alert messages for new Capsule CRM opportunities

    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
  • Create Capsule CRM people from new Acuity Scheduling appointments

    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
  • Add new Capsule CRM people to Google Contacts as new contacts

    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
  • Add new Capsule CRM tasks to Google Calendar as detailed events

    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
  • Add new Capsule CRM tasks to Trello as new cards

    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
  • Import Sales Opportunities Logged in Google Sheets into Capsule

    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.

  • Create Capsule CRM opportunities from new Quotient quotes

    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
  • Send Gmail email alerts for new Capsule CRM tasks

    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
  • Add new WooCommerce orders to Capsule CRM as new people

    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
  • Add new Google Sheets spreadsheet rows to Capsule CRM as new people

    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
  • Get emails with new Capsule CRM tasks

    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
  • Add new Eventbrite attendees to Capsule CRM as persons

    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
  • Send Gmail email alerts for new Capsule CRM opportunities

    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
  • Tag Capsule CRM parties from new MailChimp subscribers

    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
  • Create new organization on Capsule from a QuickFile client

    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
  • Add new Capsule CRM opportunities to Trello as new cards

    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
  • Add new Capsule CRM cases to Trello as new cards

    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
  • Add new Capsule CRM opportunities to a Google Sheets spreadsheet

    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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Capsule CRM Integration Details

Launched on Zapier December 8, 2011

Zapier combines Triggers (like "New Person") and Actions (like "Create Task") 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:

New Person

Triggers when a new person is added.

New Task

Triggers when a new open task is added.

New Organization

Triggers when a new organization is added.

New Opportunity

Triggers when a new opportunity is added.

New User

Triggers when a new user is added.

New Milestone

Triggers when a new milestone is added.

New Case

Triggers when a new case is added.

Create Task

Add a new task

Create Organization

Create a new organization.

Create Person

Create a new person.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Create Case

Create a new case.

Create Note on Party

Add a new note on a specific party (person or organization)

New Opportunity

Create a new opportunity.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.