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Capsule CRM + Zoho Desk

Create Zoho Desk contacts from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM and Zoho Desk contacts up to date with this smooth workflow. Whenever a new or updated contact is detected in Capsule CRM, the automation will create a contact in Zoho Desk, ensuring your customer support and sales communications stay in sync. Say goodbye to manual data entry and focus on growing your business relationships.

Effortlessly keep your Capsule CRM and Zoho Desk contacts up to date with this smooth workflow. Whenever a new or updated contact is detected in Capsule CRM, the automation will create a contact in Zoho Desk, ensuring your customer support and sales communications stay in sync. Say goodbye to manual data entry and focus on growing your business relationships.

  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!
    Zoho DeskZoho Desk
    Create Contact

    Creates a new contact.

    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
capsulecrm logo
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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zoho-desk logo
zoho-desk logo

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

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