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Capsule CRM

Use Zoho Flow to integrate Capsule CRM with 550+ 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

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Capsule CRM integration flows to get started

Create Capsule CRM people from new Acuity Scheduling appointments

Use this flow

Send new Bigcommerce customers to Capsule CRM as new people

Use this flow

Add New Capsule CRM tasks to Asana

Use this flow
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Didn't find the Capsule CRM integration you are looking for? Create one yourself.

Popular integrations

  • Acuity Scheduling

    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, Popular
  • BigCommerce

    BigCommerce
    BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : Ecommerce, Popular, Premium
  • Asana

    Asana
    Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Popular, Team Collaboration
  • Google Sheets

    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 : Spreadsheets, Popular, Google
  • Harvest

    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 : Proposals & Invoices, Popular, Time Tracking
  • QuickBooks

    QuickBooks
    Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting
  • Shopify

    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 : Ecommerce, Premium

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

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All Actions - Action are the automated tasks

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

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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

Owain ap Rees Sales Director, Artico

“We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back” 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.