Capsule CRM integrations

Connecting Capsule CRM on Make

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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.

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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.

Add an Additional Party in Case

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

Action

Add an Additional Party in Opportunity

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

Action

Create a Case

Creates a new case.

Action

Create a Custom Field

Creates a new party, opportunity or case custom field.

Action

Create a Milestone

Creates a new opportunity milestone.

Action

Create a Party

Creates a new party.

Action

Create a Tag

Defines a new party, opportunity or case tag.

Action

Create a Task

Creates a new task.

Action

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.

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.

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Create Capsule CRM opportunities from Google Sheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.

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Send Slack messages for new Capsule CRM opportunities

Every time a new opportunity is created in Capsule CRM, Make will automatically send a message in Slack.

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Add new Google Calendar events to Capsule CRM as tasks

Every time a new event is created in Google Calendar, Make will automatically create a new task in Capsule CRM.

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Add new Capsule CRM tasks to Google Caledar as events

Every time a new task is created in Capsule CRM, Make will automatically create a new event in a Google Calendar of your choice.

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Add new Capsule CRM tasks to Trello as cards

Every time a new task is created in Capsule CRM, Make will automatically create a new card in Trello.

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Create Capsule CRM cases from new Trello cards

Every time a new card is created in Trello, Make will automatically create a new case in Capsule CRM.

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Add new Google Contacts to Capsule CRM as people

Every time a new contact is created in Google Contacts, Make will automatically create a new person in Capsule CRM.

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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.

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Capsule CRM integrations

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