Capsule CRM + Doodle

Capsule CRM + Doodle integrations

Create tasks in Capsule CRM for new 1:1 bookings in Doodle

Streamline your task management with this simple workflow. Every time you schedule a 1:1 meeting through Doodle, a corresponding task will be created in Capsule CRM. This eliminates the need for manual data entry and ensures that you stay organized and prepared for your upcoming meetings. Enhance your productivity and never miss a beat.

When this happens...
1:1 BookedWhen any 1:1 gets booked
TriggerInstant
automatically do this!
Create TaskCreates a new Task.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Doodle and Capsule CRM

Discover other triggers and actions you can use with Doodle and Capsule CRM

Booking Page Event Booked
When any booking page event gets booked
Trigger
Instant
Try It
Doodle Event Booked
Triggers when you or someone else books an event using Doodle.
Trigger
Instant
Try It
1:1 Booked
When any 1:1 gets booked
Trigger
Instant
Try It
- Booking Page
  Required
Trigger
Instant
Try It
- One to One
  Required
Trigger
Instant
Try It

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It

- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write

Booking Page Event Updated
When any booking page event is updated (rescheduled)
Trigger
Instant
Try It
Doodle Event Updated
Triggers when a booked event is updated (rescheduled).
Trigger
Instant
Try It
1:1 Updated
When any 1:1 gets is updated (rescheduled)
Trigger
Instant
Try It
- Booking Page
  Required
Trigger
Instant
Try It
- One to One
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Doodle

Doodle is the easiest way to find the right time for anything. Schedule faster, get the right people together, and manage your time at work better.

HelpHelp

Related categories

Scheduling & Booking

Similar apps

Google Calendar

Calendar, Google

Acuity Scheduling

Scheduling & Booking

OnceHub

Scheduling & Booking

Related Zap Templates

Create tasks in Capsule CRM for new booked events in Doodle

Related Zap Templates

Create tasks in Capsule CRM for new booked events in Doodle