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Capsule CRM + Email by Zapier

Create new Capsule CRM projects from new inbound emails by zapier

Accelerate your workflow with email-driven project creation in Capsule CRM. With this automation, each time you receive a new inbound email in Email by Zapier, a new project is created in Capsule CRM. This streamlines your project initiation process, saving you time and effort, and allowing you to focus on your core tasks.

Accelerate your workflow with email-driven project creation in Capsule CRM. With this automation, each time you receive a new inbound email in Email by Zapier, a new project is created in Capsule CRM. This streamlines your project initiation process, saving you time and effort, and allowing you to focus on your core tasks.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

  • Email by Zapier triggers, actions, and search

    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
    • Zap Id

    • Free Test Limitation

    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Setup Directions

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
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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.
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories