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.
This app is supported and maintained by Make.
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.
Display Capsule CRM information to an Aircall agent as an insight card
Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.
TRY IT ->Add new Cliengo contacts to Capsule CRM as tasks
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
TRY IT ->Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
TRY IT ->Register notes in Capsule CRM new Toky calls
Every time a new call is received on Toky, Make will automatically create a new note (entry) in Capsule CRM.
TRY IT ->Create Capsule CRM entries from finished Yodel.io calls
Every time a call is finished in Yodel.io, Make will automatically create a new entry in Capsule CRM.
TRY IT ->Add new ClickFunnels contacts to Capsule CRM as people
Every time a new contact is created in ClickFunnels, Make will automatically create a new person in Capsule CRM.
TRY IT ->Add new Capsule CRM people to AWeber as new subscribers
Every time a new person is created in Capsule CRM, Make will automatically add that person to an AWeber list of your choice.
TRY IT ->Add new Capsule CRM people to ActiveTrail as contacts
Every time a new person is created in Capsule CRM, Make will automatically create a new contact in ActiveTrail.
TRY IT ->Add people to Capsule CRM from new Google Sheets spreadsheet rows
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new person in Capsule CRM. The template uses this [example spreadsheet](https://bit.ly/2J7Eado).
TRY IT ->
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