Connect Capsule CRM integrations
Clarify your sales pipeline by automating Capsule CRM to instantly log all customer interactions and track deal progress. This workflow automation lets you create new contacts from form submissions and automatically assign follow-up tasks. Create a free account to connect every client detail to your sales process.
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Build your Capsule CRM integrations.
Automate Capsule CRM on Make to clarify your sales pipeline. Instantly log customer interactions, track deal progress, create new contacts, and assign follow-up tasks as actions within Capsule CRM. Furthermore, Capsule CRM can serve as a trigger to initiate workflows when new or updated parties, opportunities, cases, or tasks occur, connecting every client detail to your sales process.
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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