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Symphony + Capsule CRM Integrations

How to connect Symphony + Capsule CRM

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Supported triggers and actions

What does this mean?
  • Symphony triggers, actions, and search
    Send Message
    Sends a message to a chat room.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    New or Updated Case
    Triggers when a given action is performed on a Case.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Opportunity
    Triggers when a given action is performed on an Opportunity.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Contact
    Triggers when a given action is performed on a Contact.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    New or Updated Task
    Triggers when a given action is performed on a Task.
    Trigger
    Instant
  • Capsule CRM triggers, actions, and search
    Create Case
    Creates a new Case.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Note to Entity
    Adds a Note to an Entity.
    Action
    Write
  • Capsule CRM triggers, actions, and search
    Add Tag to Entity
    Adds a Tag to an Entity.
    Action
    Write
  • Capsule CRM

    Creates a new Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Person / Organisation.

    Scheduled

    Action

  • Capsule CRM

    Creates a new Task.

    Scheduled

    Action

  • Capsule CRM

    Finds a Case.

    Scheduled

    Action

  • Capsule CRM

    Finds a Milestone.

    Scheduled

    Action

  • Capsule CRM

    Finds a Opportunity.

    Scheduled

    Action

  • Capsule CRM

    Finds a Contact.

    Scheduled

    Action

  • Capsule CRM

    Find a Case, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Opportunity, or Create if one does not exist.

    Scheduled

    Action

  • Capsule CRM

    Find a Contact, or Create if one does not exist.

    Scheduled

    Action

How Symphony + Capsule CRM Integrations Work

  1. Step 1: Authenticate Symphony and Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
symphony logo
symphony logo
symphony logo

About Symphony

Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.

Related categories

  • Team Chat
capsulecrm logo
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 More

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