Capsule CRM Integrations

Put Capsule CRM to work with AI and enterprise-grade automation

Automate smarter with Capsule CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
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Or pick an app to pair with

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

Squarespace Forms

Forms & Surveys

Shopify

eCommerce

Google Drive

File Management & Storage, Google

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Calendly

Scheduling & Booking

Google Forms

Forms & Surveys, Google

Squarespace Forms

Forms & Surveys

Shopify

eCommerce

Google Drive

File Management & Storage, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Post won Capsule CRM opportunities to Slack
Details
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Capsule CRM + Filter by Zapier + Slack
Import projects from Google Sheets into Capsule CRM
Details
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Google Sheets + Capsule CRM
Find contacts and create opportunities in Capsule CRM from new Calendly events
Details
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Calendly + Capsule CRM
Add new Shopify customers to Capsule CRM
Premium
Details
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Shopify + Capsule CRM
Create or update ActiveCampaign contacts from new or updated Capsule CRM contacts
Details
Try it
Capsule CRM + ActiveCampaign
Find or create Capsule CRM contacts from new Jotform submissions
Details
Try it
Jotform + Capsule CRM

Post won Capsule CRM opportunities to Slack

Details

Try it

Capsule CRM + Filter by Zapier + Slack

Import projects from Google Sheets into Capsule CRM

Details

Try it

Google Sheets + Capsule CRM

Find contacts and create opportunities in Capsule CRM from new Calendly events

Details

Try it

Calendly + Capsule CRM

Add new Shopify customers to Capsule CRM

Details

Try it

Shopify + Capsule CRM

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

Details

Try it

Capsule CRM + ActiveCampaign

Find or create Capsule CRM contacts from new Jotform submissions

Details

Try it

Jotform + Capsule CRM

Create tasks on Capsule CRM for new Google Ads leads

Details

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Google Ads + Capsule CRM

Add new WooCommerce orders to Capsule CRM as new contacts

Details

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WooCommerce + Capsule CRM

Find/add contacts to Capsule CRM when new business cards are scanned in Covve Scan

Details

Try it

Covve Scan + Capsule CRM

Create new Capsule CRM contacts from new clients in Harvest

Details

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Harvest + Capsule CRM

Create new Capsule CRM contacts from new Squarespace Forms form submissions

Details

Try it

Squarespace Forms + Capsule CRM

Create Capsule CRM contacts from new Jotform submissions

Details

Try it

Jotform + Capsule CRM

Create tasks on Capsule CRM for new Google Ads leads
Details
Try it
Google Ads + Capsule CRM
Add new WooCommerce orders to Capsule CRM as new contacts
Details
Try it
WooCommerce + Capsule CRM
Find/add contacts to Capsule CRM when new business cards are scanned in Covve Scan
Details
Try it
Covve Scan + Capsule CRM
Create new Capsule CRM contacts from new clients in Harvest
Details
Try it
Harvest + Capsule CRM
Create new Capsule CRM contacts from new Squarespace Forms form submissions
Details
Try it
Squarespace Forms + Capsule CRM
Create Capsule CRM contacts from new Jotform submissions
Details
Try it
Jotform + Capsule CRM

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

- 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

For builders

Let your AI safely access Capsule CRM

Go beyond Zap workflows. Install Zapier in your AI to call Capsule CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Capsule CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Project
Add Note to Entity

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Capsule CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Capsule CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "capsulecrm", owner: "me" });

await zapier.runAction({
  app: 'capsulecrm',
  action: 'caseCreate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Capsule CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM Integrations

Put Capsule CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Post won Capsule CRM opportunities to Slack

Import projects from Google Sheets into Capsule CRM

Find contacts and create opportunities in Capsule CRM from new Calendly events

Add new Shopify customers to Capsule CRM

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

Find or create Capsule CRM contacts from new Jotform submissions

Post won Capsule CRM opportunities to Slack

Import projects from Google Sheets into Capsule CRM

Find contacts and create opportunities in Capsule CRM from new Calendly events

Add new Shopify customers to Capsule CRM

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

Find or create Capsule CRM contacts from new Jotform submissions

Create tasks on Capsule CRM for new Google Ads leads

Add new WooCommerce orders to Capsule CRM as new contacts

Find/add contacts to Capsule CRM when new business cards are scanned in Covve Scan

Create new Capsule CRM contacts from new clients in Harvest

Create new Capsule CRM contacts from new Squarespace Forms form submissions

Create Capsule CRM contacts from new Jotform submissions

Create tasks on Capsule CRM for new Google Ads leads

Add new WooCommerce orders to Capsule CRM as new contacts

Find/add contacts to Capsule CRM when new business cards are scanned in Covve Scan

Create new Capsule CRM contacts from new clients in Harvest

Create new Capsule CRM contacts from new Squarespace Forms form submissions

Create Capsule CRM contacts from new Jotform submissions

Let your AI safely access Capsule CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Capsule CRM Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Capsule CRM Integrations

Popular Capsule CRM Integrations

Connect Your App Accounts to Zapier