Connect Capsule CRM to QuickDesk and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Create your first workflow

Quickly connect Capsule CRM to QuickDesk with a Zapier template.

Our most popular template

Create QuickDesk company leads from new or updated Capsule CRM opportunities
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Capsule CRM + QuickDesk

Create QuickDesk company leads from new or updated Capsule CRM opportunities

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Capsule CRM + QuickDesk

How Zapier works

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

Select a trigger from Capsule CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Capsule CRM, a trigger could be "New or Updated Project."

A trigger is the event that kicks off your automated workflow.

Setup an action from QuickDesk

An action is what takes place after the automation is triggered. For example, with QuickDesk, the action could be "Delete Multiple Leads."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Capsule CRM to QuickDesk

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Capsule CRM and QuickDesk 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.

An illustration representing how to automate lead management with Zapier.

Connect Capsule CRM and QuickDesk to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
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
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Lead Object ID
Action
Write
- Name
  Required
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
Action
Write
- Lead Object ID
- Name
  Required
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- LeadOtherInfo
- Tags
- Other Infos
- LeadContact
- Role
- Name
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- LeadContact
Action
Write
- Name
  Required
- Lead Object ID
- Category
- Status
- Source
- Owner
- Tags
- Other Infos
- Limit
- Skip
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- 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
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
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
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- 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
- Event
  Required
Trigger
Instant
Try It
- Name
  Required
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Role
- Name
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
Action
Write
- Lead Object ID
Action
Write
- Lead Object ID
- Name
  Required
- Category
- Status
- Source
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Tags
- Other Infos
- Number 1
- Number 2
- Number 3
- Number 4
- Number 5
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- LeadContact
Action
Write
- Search for contacts
  Required
Action
Search

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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