Capsule CRM Integrations: Automate Business Workflows With Zoho Flow

Capsule CRM

Use Zoho Flow to integrate Capsule CRM with 600+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Capsule CRM with your apps and move data seamlessly

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Popular integrations

Acuity Scheduling
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars. Category : Calendar, Scheduling
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Google, Spreadsheets
Harvest
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time. Category : Time Tracking, Proposals & Invoices
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : Premium, Ecommerce

Capsule CRM supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Action are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

Search for 550+ apps

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What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

Categories : CRM, Premium

What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Access Zoho Flow

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must.” Know more

Watch Zoho Flow in action

Advanced tools to help you build complex workflows in minutes

Webhooks

Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

Schedules

Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

Decisions

Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

Delays

Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.