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Capsule CRM + Zoho Analytics

Add rows in Zoho Analytics for new or updated opportunities in Capsule CRM

Keep track of new or updated opportunities in Capsule CRM by adding them to Zoho Analytics with this seamless workflow. Whenever an opportunity is created or modified in Capsule CRM, a row will be added to a designated table within Zoho Analytics, ensuring your data stays up-to-date and organized. Enhance your reporting and analysis capabilities by connecting Capsule CRM and Zoho Analytics in this simple yet powerful way.

Keep track of new or updated opportunities in Capsule CRM by adding them to Zoho Analytics with this seamless workflow. Whenever an opportunity is created or modified in Capsule CRM, a row will be added to a designated table within Zoho Analytics, ensuring your data stays up-to-date and organized. Enhance your reporting and analysis capabilities by connecting Capsule CRM and Zoho Analytics in this simple yet powerful way.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Zoho AnalyticsZoho Analytics
    Add Row

    Adds a new row in a Zoho Analytics table.

    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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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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Related categories

  • CRM (Customer Relationship Management)

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About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.

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