Capsule CRM Integrations

Do more with Capsule CRM

Zapier lets you connect Capsule CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Capsule CRM to 4000+ apps

Or pick an app to pair with arrow pointing down

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Mailchimp

Email Newsletters

Google Forms

Forms & Surveys, Google

Calendly

Scheduling & Booking

Microsoft Outlook

Email, Microsoft

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Slack

Team Chat

Wufoo

Forms & Surveys

Acuity Scheduling

Scheduling & Booking

MySQL

Databases, Premium

ActiveCampaign

Marketing Automation

Trello

Project Management

JotForm

Forms & Surveys

WooCommerce

eCommerce, WordPress

Leadpages

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Squarespace

Forms & Surveys

Xero

Accounting, Premium

Unbounce

Forms & Surveys

Smartsheet

Spreadsheets

Asana

Project Management

Shopify

eCommerce, Premium

Ninja Forms

Forms & Surveys, WordPress

Microsoft Excel

Microsoft, Spreadsheets

Google Calendar

Calendar, Google

MailerLite

Email Newsletters

Checkin.no

Beta, Event Management

Typeform

Forms & Surveys

ConvertKit

Drip Emails

Formidable Forms

Forms & Surveys, WordPress

Knack

Databases

Cognito Forms

Forms & Surveys

Google Contacts

Contact Management, Google

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium

Kajabi

eCommerce

Airtable

Databases

Sendinblue

Email Newsletters

Kartra

Marketing Automation

Clockify

Time Tracking Software

monday.com

Project Management

Formstack

Forms & Surveys

Quotient

Proposal & Invoice Management

Intercom

Customer Support

WPForms

Forms & Surveys, WordPress

ClickSend SMS

Phone & SMS

Webflow

Website Builders

Synchroteam

Beta, Scheduling & Booking

HubSpot

Marketing Automation

Wix Automations

CRM (Customer Relationship Management)

Mailparser

DEAR Inventory

Accounting

Evernote Business

Notes, Premium

Todoist

Task Management

ClickUp

Project Management

Stripe

Payment Processing

Bloobirds

Beta, CRM (Customer Relationship Management)

Zendesk

Customer Support, Premium

Eventbrite

Event Management

Constant Contact

Email Newsletters

Microsoft Teams

Microsoft, Team Chat

Zoom

Video Conferencing

Thinkific

Online Courses

LiveChat

Customer Support

Better Proposals

Proposal & Invoice Management

Duda

Website Builders

FreshBooks

Accounting

Facebook Messenger

Facebook, Social Media Marketing

Google Docs

Documents, Google

Wave

Accounting

GoToWebinar

Premium, Webinars

Chargify

Payment Processing, Premium

Harvest

Time Tracking Software

Bark

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

QuickBooks Online

Accounting, Premium

Microsoft, Social Media Accounts

AWeber

Email Newsletters

SamCart

eCommerce

Recurly

Payment Processing

Olark

Customer Support

DocuSign

Signatures

WordPress

Website Builders, WordPress

Flodesk

Email Newsletters

ScheduleOnce

Scheduling & Booking

Campaign Monitor

Email Newsletters

Microsoft Office 365

Email, Microsoft

Proposify

Proposal & Invoice Management

Databox

Dashboards

Ticket Tailor

Event Management

OfficeRnD

CRM (Customer Relationship Management)

BigMarker

Beta

Salesforce

CRM (Customer Relationship Management), Premium

Chargebee

Payment Processing

TextMagic

Phone & SMS

CallTrackingMetrics

Call Tracking

Klaviyo

Marketing Automation

OneDrive

File Management & Storage, Microsoft

RD Station

Marketing Automation

Autopilot Journeys

Marketing Automation

Formsite

Forms & Surveys

DocSend

Ads & Conversion

Postmark

Transactional Email

Wishpond

Website Builders

Square

Payment Processing

YouCanBook.Me

Scheduling & Booking

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium

iContact

Email Newsletters

Mavenlink

Project Management

Assignar

Beta, Scheduling & Booking

Twitter

Social Media Accounts

SurveyMonkey

Forms & Surveys

Instapage

Forms & Surveys

Box

File Management & Storage

Vonage Business Communications

Phone & SMS

Nusii Proposals

Proposal & Invoice Management

ProWorkflow

Project Management

Google BigQuery

Databases, Google, Premium

ORBTR

Marketing Automation

Microsoft To Do

Microsoft, Task Management

Podio

Project Management

ShipStation

eCommerce

Google Ads

Ads & Conversion, Google, Premium

Bonjoro

Customer Appreciation

Wrike

Project Management

Popular ways to use Capsule CRM workflows

Import sales opportunities from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Opportunity
See Zap details Try it
Import sales opportunities from Google Sheets into Capsule CRM
Import sales opportunities from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
Add new WooCommerce orders to Capsule CRM as new contacts
WooCommerce + Capsule CRM
More details
When this happens
Step 1: Order
Then do this
Step 2: Create Contact
See Zap details Try it
Add new WooCommerce orders to Capsule CRM as new contacts
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
More details
When this happens
Step 1: New or Updated Task
Then do this
Step 2: Send Outbound Email
See Zap details Try it
Get email alerts for new Capsule tasks assigned to you
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
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Case
See Zap details Try it
Import cases from Google Sheets into Capsule CRM
Import cases from Google Sheets into Capsule CRM
Google Sheets + Capsule CRM
Post won Capsule CRM opportunities to Slack
Capsule CRM + Slack
More details
When this happens
Step 1: New or Updated Opportunity
Then do this
Step 2: Send Channel Message
See Zap details Try it
Post won Capsule CRM opportunities to Slack
Post won Capsule CRM opportunities to Slack
Capsule CRM + Slack

Supported triggers and actions

What does this mean?

New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Create Case
Creates a new Case.
Action
Write

Add Note to Entity
Adds a Note to an Entity.
Action
Write
Add Tag to Entity
Adds a Tag to an Entity.
Action
Write

Create Opportunity
Creates a new Opportunity.
Action
Write

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

About Capsule CRM

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.

Learn More