Capsule CRM Integrations

Do more with Capsule CRM

Zapier allows you to instantly connect Capsule CRM with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

32 Integrations

Wufoo

Forms & Surveys

8 Integrations

Jira Software Server

Project Management

70 Integrations

Connect Capsule CRM to 2,000+ Apps

  • Import sales opportunities from Google Sheets into Capsule CRM

    Google Sheets + Capsule CRM

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  • Add new WooCommerce orders to Capsule CRM as new contacts

    WooCommerce + Capsule CRM

  • Get email alerts for new Capsule tasks assigned to you

    Capsule CRM + Email by Zapier

  • Import cases from Google Sheets into Capsule CRM

    Google Sheets + Capsule CRM

  • Post won Capsule CRM opportunities to Slack

    Capsule CRM + Slack

Capsule CRM Integration Details

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

Triggers

InstantNew or Updated Case

Triggers when a given action is performed on a Case.

InstantNew or Updated Contact

Triggers when a given action is performed on a Contact.

InstantNew or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

InstantNew or Updated Task

Triggers when a given action is performed on a Task.

Actions

Create Case

Creates a new Case.

Create Contact

Creates a new Person / Organisation.

Add Tag to Entity

Adds a Tag to an Entity.

Create Opportunity

Creates a new Opportunity.

Add Note to Entity

Adds a Note to an Entity.

Create Task

Creates a new Task.

Searches

Find Case

Finds a Case.

Find Contact

Finds a Contact.

Find or Create Opportunity

Find a Opportunity, or Create if one does not exist.

Find Opportunity

Finds a Opportunity.

Find or Create Case

Find a Case, or Create if one does not exist.

Find or Create Contact

Find a Contact, or Create if one does not exist.

Connect Capsule CRM to 2,000+ Apps