Connect Capsule CRM and Elevated CRM to power AI-driven automation

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Easy visual workflow builder
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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Capsule CRM and Elevated CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur
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Capsule CRM + Elevated CRM
Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM
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Capsule CRM + Elevated CRM
Create or update Elevated CRM contacts from new or updated Capsule CRM contacts
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Capsule CRM + Elevated CRM

Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur

Details

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Capsule CRM + Elevated CRM

Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM

Details

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Capsule CRM + Elevated CRM

Create or update Elevated CRM contacts from new or updated Capsule CRM contacts

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Capsule CRM + Elevated CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Capsule CRM with Elevated CRM - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.

Add your action

An action happens after the trigger—such as "Create or Update Contact by Email" in Elevated CRM.

You’re connected!

Zapier seamlessly connects Capsule CRM and Elevated CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Contact Updated
A contact is updated in Elevated.
Trigger
Instant
Try It
- Phone To Search By
  Required
- Id
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search By
  Required
Action
Write
- Id To Search By
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search By
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Contact Created
Triggers when a contact is created in Elevated Network.
Trigger
Instant
Try It
- Email To Search By
  Required
- Id
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- LInked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Email To Search By
  Required
Action
Write
- Id To Search By
  Required
Action
Write
- Email To Search By
  Required
Action
Search

For AI agents & developers

Use Capsule CRM and Elevated CRM with AI agents and code

Beyond Zap workflows. Call Capsule CRM and Elevated CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Capsule CRM and Elevated CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Project
Create or Update Contact by Email

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Capsule CRM and Elevated CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* capsulecrm / elevated-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Capsule CRM and Elevated CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Capsule CRM to Elevated CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

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About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

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Contact Management

Connect Capsule CRM and Elevated CRM to power AI-driven automation

Launch your first automated workflow

Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur

Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM

Create or update Elevated CRM contacts from new or updated Capsule CRM contacts

Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur

Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM

Create or update Elevated CRM contacts from new or updated Capsule CRM contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Capsule CRM and Elevated CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Capsule CRM and Elevated CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Capsule CRM to Elevated CRM on the world's largest no-code automation platform