Connect Capsule CRM integrations
Catalog every customer interaction by automating Capsule CRM to instantly create contacts from new leads and track deal stages. This automation tool connects your sales data to your other apps, letting you create project cases from won deals or add buyers to marketing campaigns. Register for free to build a complete, unified view of your customers.
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Build your Capsule CRM integrations.
Create custom Capsule CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
Creates a new task category.
Connect any app with Capsule CRM
Popular Capsule CRM workflows.
Looking to get more out of Capsule CRM? With Make you can visually integrate Capsule CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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