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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

    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.

    Try It ➔
    Try It ➔
    Capsule CRM
    Slack
    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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    Capsule CRM
    Google Calendar
    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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    Trello
    Capsule CRM
    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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    Capsule CRM
    Trello
    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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    Google Contacts
    Capsule CRM
    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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    Aircall
    Capsule CRM
    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.

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    AWeber
    Capsule CRM
    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.

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