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When this happens...
PrefineryUser Created

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

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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!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

User Created

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

Create User

Creates a new user.

User Applied

Triggered when a user applies.

Create Task

Creates a new Task.

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Become a Zapier Integration Partner

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.

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.

See Prefinery Integrations