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Connect Capsule CRM integrations

Connect Capsule CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Capsule CRM
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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.

Capsule CRM
Add an Additional Party in Case

Adds an person or organisation as an additional contact to the case.

Action
Capsule CRM
Add an Additional Party in Opportunity

Adds an person or organisation as an additional contact to the opportunity

Action
Capsule CRM
Create a Case

Creates a new case.

Action
Capsule CRM
Create a Custom Field

Creates a new party, opportunity or case custom field.

Action
Capsule CRM
Create a Milestone

Creates a new opportunity milestone.

Action
Capsule CRM
Create a Party

Creates a new party.

Action
Capsule CRM
Create a Tag

Defines a new party, opportunity or case tag.

Action
Capsule CRM
Create a Task

Creates a new task.

Action
Capsule CRM
Create a Task Category

Creates a new task category.

Action

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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