Capsule CRM Integrations

Integrate Capsule CRM with other apps and automate your workflow

Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.

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Triggers (6)

New case

Triggered every time a new case is created.

New opportunity

Triggered every time a new opportunity is created.

New organization

Triggered every time a new organization is created.

New person

Triggered every time a new person is created.

New task

Triggered every time a new open task is created.

New user account

Triggered every time a new user account is created.

Actions (10)

Create a new task for organization

This action creates a new task for the specified organization.

Create a new task for person

This action creates a new task for the specified person.

Create a note for organization

This action creates a new note for the specified organization.

Create a note for person

This action creates a new note for the specified person.

Create a person

This action creates a new person.

Create a tag for organization

This action creates a new tag for the specified organization.

Create a tag for person

This action creates a new tag for the specified person.

Create an open case for organization

This action creates a new open case for the specified organization.

Create an open case for person

This action creates a new open case for the specified person.

Create an organization

This action creates a new organization.

Templates (2 Min)

Capsule CRM Templates

Templates are pre-built integrations you can install in seconds

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