When this happens...
PrefineryUser Created
Then do this...
Capsule CRMCreate Person

If you're copying contact information from Prefinery to Capsule CRM, we've got a more efficient way of doing things with this automation. While active, it will trigger whenever a new Prefinery tester is created, automatically adding a new person to Capsule CRM with every detail you choose.

How It Works

  1. A tester is added on Prefinery
  2. Zapier automation adds a new person on Capsule CRM

What You Need

  • Prefinery account
  • Capsule CRM account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + Prefinery and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Capsule CRM
New Person

Triggers when a new person is added.

Capsule CRM
Create Task

Add a new task

Capsule CRM
New Task

Triggers when a new open task is added.

Capsule CRM
Create Organization

Create a new organization.

Capsule CRM
New Organization

Triggers when a new organization is added.

Capsule CRM
Create Person

Create a new person.

Capsule CRM
New Opportunity

Triggers when a new opportunity is added.

Capsule CRM
Create Tag on Party

Add a new tag on a specific party (person or organization)

Prefinery
User Created

Triggered when a new user is created, irrespective of their status.

Capsule CRM
Create Case

Create a new case.

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Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

More than just a landing page, Prefinery is a complete beta management launch platform that encourages social sharing and helps you learn from your users.