Connect Capsule CRM integrations
Cultivate customer relationships and track active sales opportunities by connecting Capsule CRM to Make. Linking your pipeline to our workflow automation tool lets you instantly register new contacts, assign follow-up tasks, and sync milestone updates in real time. Create a free account today to build your first automated contact management pipeline.
Capsule CRM
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Capsule CRM
Popular Capsule CRM workflows
Connect Capsule CRM with Make. Automate your daily tasks, sync contact data, and optimize your business workflows.
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.
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.
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.
Key Benefits of Automating Capsule CRM Workflows with Make
Connect Capsule CRM to your favorite tools using Make. Automatically sync contacts, broadcast sales updates, delegate tasks instantly, and eliminate repetitive admin work to boost team efficiency.
Automated contact syncing
Automatically import new contacts from Google Sheets or Google Contacts directly into Capsule CRM without manual data entry.
Seamless task delegation
Instantly turn new CRM tasks into Trello cards to help your team manage project boards without switching apps.
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Instant team notifications
Keep your team in the loop by automatically broadcasting new sales opportunities directly to your Slack channels.
Immediate caller insights
Give support agents instant access to Capsule CRM details directly on their screen during live phone calls.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.