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Capsule CRM + Setmore Appointments

Create appointments in Setmore Appointments for new or updated Capsule CRM contacts

Keep your appointments up-to-date with this Capsule CRM and Setmore Appointments integration. Whenever a new or updated contact occurs in Capsule CRM, a corresponding appointment will be created in Setmore Appointments, ensuring your schedule stays organized and accurate. Stay on top of your contacts and never miss an appointment again with this efficient workflow.

Keep your appointments up-to-date with this Capsule CRM and Setmore Appointments integration. Whenever a new or updated contact occurs in Capsule CRM, a corresponding appointment will be created in Setmore Appointments, ensuring your schedule stays organized and accurate. Stay on top of your contacts and never miss an appointment again with this efficient workflow.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Setmore AppointmentsSetmore Appointments
    Create Appointment

    Create a new appointment.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

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