Connect Capsule CRM and Instantly to power AI-driven automation

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Start with a template that brings Capsule CRM and Instantly together. Build enterprise-grade automation in minutes.

Our most popular template

Remove leads from campaign in Instantly for new or updated contacts in Capsule CRM
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Capsule CRM + Instantly
Remove leads from campaign in Instantly for new or updated opportunities in Capsule CRM
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Capsule CRM + Instantly

Remove leads from campaign in Instantly for new or updated contacts in Capsule CRM

Details

Try it

Capsule CRM + Instantly

Remove leads from campaign in Instantly for new or updated opportunities in Capsule CRM

Details

Try it

Capsule CRM + Instantly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Capsule CRM with Instantly - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.

Add your action

An action happens after the trigger—such as "Add Tags to Accounts" in Instantly.

You’re connected!

Zapier seamlessly connects Capsule CRM and Instantly, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
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- 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
- Tags
Action
Write

- Api_docs_info
- 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
- Tags
Action
Search or write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Email or domain
  Required
Action
Write
- Tag Label
  Required
- Tag Description
Action
Write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Email address
  Required
- New Status
  Required
Action
Write

- 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
- Campaign
- Event Type
Trigger
Instant
Try It
- Campaign
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email address
  Required
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email Address
  Required
Action
Write
- Campaign
  Required
- Tag
  Required
Action
Write
- Lead Email
  Required
- Campaign
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Capsule CRM and Instantly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Instantly on the Zapier blog

Make work flow with AI

Level up your Capsule CRM to Instantly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Capsule CRM + Instantly integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Capsule CRM and Instantly

How can I integrate Capsule CRM with Instantly?

You can integrate Capsule CRM with Instantly using our automation platform, which allows you to create Zaps connecting the two services. You can set up triggers in Capsule CRM, such as a new opportunity or contact created, to initiate actions in Instantly, like sending emails or creating email campaigns.

What are the available triggers for Capsule CRM that can be used to automate workflows with Instantly?

Our platform supports various triggers for integrating with Capsule CRM, including when a new opportunity is added, a contact is created or updated, and when tasks are completed. These triggers help initiate automated processes in Instantly.

Are there any specific actions that I can perform in Instantly following a trigger in Capsule CRM?

Yes, once a trigger from Capsule CRM is activated, you can set up actions in Instantly to follow up. This includes creating new email campaigns, adding contacts to existing campaigns, and sending personalized emails based on customer interactions recorded in Capsule CRM.

Do I need any coding skills to integrate Capsule CRM with Instantly?

No coding skills are required to integrate these platforms. Our user-friendly interface guides you through setting up Zaps between Capsule CRM and Instantly by simply selecting triggers and actions from drop-down menus.

Can I customize the data fields transferred from Capsule CRM to Instantly?

Yes, we allow customization of data fields transferred between the two platforms. You can map fields from your Capsule CRM data to corresponding fields in Instantly during Zap configuration.

Does the integration support real-time data syncing between Capsule CRM and Instantly?

The integration facilitates near real-time syncing between the two platforms by automatically triggering actions whenever specified events occur in Capsule CRM. This ensures that your email marketing efforts with Instantly are always aligned with your latest sales opportunities.

Is there a limit on how many Zaps I can create between Capsule CRM and Instantly?

There is no limit on creating Zaps; however, depending on your subscription plan, there might be constraints regarding how many active Zaps you can have at any given time across all integrations.

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

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Zapier Interfaces

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

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Learn moreLearn moreHelpHelp

Related categories

Connect Capsule CRM and Instantly to power AI-driven automation

Launch your first automated workflow

Remove leads from campaign in Instantly for new or updated contacts in Capsule CRM

Remove leads from campaign in Instantly for new or updated opportunities in Capsule CRM

Remove leads from campaign in Instantly for new or updated contacts in Capsule CRM

Remove leads from campaign in Instantly for new or updated opportunities in Capsule CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Capsule CRM and Instantly to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Instantly on the Zapier blog

4 ways to automate Instantly with Zapier

Make work flow with AI

Frequently Asked Questions about Capsule CRM + Instantly integrations

Connect Capsule CRM to Instantly on the world's largest no-code automation platform