DocSend

DocSend + Capsule CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Capsule CRM, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + Capsule CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Case

Creates a new Case.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Contact

Creates a new Person / Organisation.

New Visit

Triggers when you get a new visit.

Create Opportunity

Creates a new Opportunity.

New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Task

Creates a new Task.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Add Note to Entity

Adds a Note to an Entity.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn More

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.

See Capsule CRM Integrations