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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

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Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
   

Integrate Capsule CRM with 4000+ apps

Create business workflows for Capsule CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Capsule CRM workflows

+

Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

+

Send new Bigcommerce customers to Capsule CRM as new people

BigCommerce + Capsule CRM

Looking for a workflow that can automatically manage and track your online customers? This Flow can help, it adds a new person in Capsule CRM for every new customer that is added to BigCommerce. 

How it works

1. A new customer is added in BigCommerce.

2. Zoho Flow adds the contact as a person in Capsule CRM.

+

Add New Capsule CRM tasks to Asana

Capsule CRM + Asana

Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.

How it works

1. A new task is added in Capsule CRM.

2. Zoho Flow adds a corresponding task in Asana.

+

Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

+

Send new Bigcommerce customers to Capsule CRM as new people

BigCommerce + Capsule CRM

Looking for a workflow that can automatically manage and track your online customers? This Flow can help, it adds a new person in Capsule CRM for every new customer that is added to BigCommerce. 

How it works

1. A new customer is added in BigCommerce.

2. Zoho Flow adds the contact as a person in Capsule CRM.

+

Add New Capsule CRM tasks to Asana

Capsule CRM + Asana

Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.

How it works

1. A new task is added in Capsule CRM.

2. Zoho Flow adds a corresponding task in Asana.

+

Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

+

Send new Bigcommerce customers to Capsule CRM as new people

BigCommerce + Capsule CRM

Looking for a workflow that can automatically manage and track your online customers? This Flow can help, it adds a new person in Capsule CRM for every new customer that is added to BigCommerce. 

How it works

1. A new customer is added in BigCommerce.

2. Zoho Flow adds the contact as a person in Capsule CRM.

+

Add New Capsule CRM tasks to Asana

Capsule CRM + Asana

Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.

How it works

1. A new task is added in Capsule CRM.

2. Zoho Flow adds a corresponding task in Asana.

+

Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

+

Send new Bigcommerce customers to Capsule CRM as new people

BigCommerce + Capsule CRM

Looking for a workflow that can automatically manage and track your online customers? This Flow can help, it adds a new person in Capsule CRM for every new customer that is added to BigCommerce. 

How it works

1. A new customer is added in BigCommerce.

2. Zoho Flow adds the contact as a person in Capsule CRM.

+

Add New Capsule CRM tasks to Asana

Capsule CRM + Asana

Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.

How it works

1. A new task is added in Capsule CRM.

2. Zoho Flow adds a corresponding task in Asana.

+

Send a welcome email in GatewayAPI when a new contact is created in Capsule CRM

Capsule CRM + GatewayAPI

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in GatewayAPI when a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
+

Send a welcome email in CloudTalk for a recently created contact in Capsule CRM

Capsule CRM + CloudTalk

Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
+

Send a welcome email in Cequens when a new contact is created in Capsule CRM

Capsule CRM + Cequens

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Cequens when a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message to the specified recipients in Cequens.
+

Send a welcome email in BulkSMS when a new contact is created in Capsule CRM

Capsule CRM + BulkSMS

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in BulkSMS whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new message to one or more specified recipients in BulkSMS .
+

Dispatch a welcome message in MessageMedia for newly created contacts in Capsule CRM

Capsule CRM + MessageMedia

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from MessageMedia each time a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new message to the specified mobile number in MessageMedia.
+

Send a welcome email in FireText for a recently created contact in Capsule CRM

Capsule CRM + FireText

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in FireText whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message in FireText.
+

Dispatch a welcome message in BulkGate for newly created contacts in Capsule CRM

Capsule CRM + BulkGate

Send personalized welcome emails to every new contact in your customer relationship management software. This flow will trigger a welcome email in BulkGate whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends SMS message to the specified phone number in BulkGate.
+

Send a greeting email in Clickatell for a newly added contact in Capsule CRM

Capsule CRM + Clickatell

Send personalized welcome emails to every new contact in your customer relationship management software. This flow will trigger a welcome email in Clickatell whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new SMS in Clickatell.
+

Dispatch a welcome message in ClickSend for newly created contacts in Capsule CRM

Capsule CRM + ClickSend

Send personalized welcome emails to every new contact in your customer relationship management software. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new SMS in ClickSend.
+

Send a welcome email in FracTEL when a new contact is created in Capsule CRM

Capsule CRM + FracTEL

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in FracTEL whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new SMS to the specified number in FracTEL.
+

Send a welcome email in ClockworkSMS for a recently created contact in Capsule CRM

Capsule CRM + ClockworkSMS

Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in ClockworkSMS whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new text message in ClockworkSMS.
+

Send a welcome email in EZ Texting when a new contact is created in Capsule CRM

Capsule CRM + EZ Texting

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in EZ Texting whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new text message in EZ Texting.
+

Send a welcome email in allmysms for a recently created contact in Capsule CRM

Capsule CRM + allmysms

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in allmysms whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a text message to the specified numbers in allmysms.
+

Send a greeting email in MessageBird for a newly added contact in Capsule CRM

Capsule CRM + MessageBird

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in MessageBird when a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message in MessageBird.
+

Send a welcome email in Messente when a new contact is created in Capsule CRM

Capsule CRM + Messente

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email from Messente each time a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS message in Messente.
+

Dispatch a welcome message in D7 SMS for newly created contacts in Capsule CRM

Capsule CRM + D7 SMS

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in D7 SMS when a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends an SMS to the specified recipients in D7 SMS.
+

Add a new contact in FireText when a new contact is added in Capsule CRM

Capsule CRM + FireText

Keep your SMS marketing tool's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in FireText whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in FireText.
+

Add a new contact in Calley when a new contact is added in Capsule CRM

Capsule CRM + Calley

Keep your automatic call dialer's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Calley for every new contact created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
+

Set up a new contact in ActiveDEMAND when a contact is created in Capsule CRM

Capsule CRM + ActiveDEMAND

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in ActiveDEMAND for new contacts created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
+

Set up a new contact in Aircall when a contact is created in Capsule CRM

Capsule CRM + Aircall

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in Aircall for every new contact created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in Aircall.
+

Create a contact in ClickSend each time a contact is created in Capsule CRM

Capsule CRM + ClickSend

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in ClickSend for new contacts created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in ClickSend.
+

Set up a new contact in CloudTalk when a contact is created in Capsule CRM

Capsule CRM + CloudTalk

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in CloudTalk whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
+

Create a new contact in EZ Texting when a new contact is created in Capsule CRM

Capsule CRM + EZ Texting

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in EZ Texting whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in EZ Texting.
+

Create a contact in MessageBird each time a contact is created in Capsule CRM

Capsule CRM + MessageBird

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in MessageBird every time a contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in MessageBird.
+

Create a new contact in CallHub when a new contact is created in Capsule CRM

Capsule CRM + CallHub

Keep your voice and SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in CallHub whenever a new contact is added in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in CallHub.
+

Create tasks in Asana as tasks are initiated in Capsule CRM

Capsule CRM + Asana

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Asana every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow adds a new task to the specified section in Asana.
+

Set up tasks in LiquidPlanner when new tasks are initiated in Capsule CRM

Capsule CRM + LiquidPlanner

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in LiquidPlanner when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in LiquidPlanner.
+

Create tasks in Forecast as tasks are initiated in Capsule CRM

Capsule CRM + Forecast

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Forecast each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Forecast.
+

Create a new task in Breeze each time a new task is created in Capsule CRM

Capsule CRM + Breeze

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Breeze when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Breeze.
+

Create tasks in awork as tasks are initiated in Capsule CRM

Capsule CRM + awork

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to awork every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected project in awork.
+

Set up a new task in Insightly whenever a new task is initiated in Capsule CRM

Capsule CRM + Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Insightly whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Insightly.
+

Set up tasks in Active Collab when new tasks are initiated in Capsule CRM

Capsule CRM + Active Collab

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Active Collab when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Active Collab.
+

Create tasks in Aero Workflow as tasks are initiated in Capsule CRM

Capsule CRM + Aero Workflow

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Aero Workflow when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Aero Workflow.
+

Create tasks in Agiled as tasks are initiated in Capsule CRM

Capsule CRM + Agiled

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Agiled whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Agiled.
+

Set up a new task in Aha! whenever a new task is initiated in Capsule CRM

Capsule CRM + Aha!

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Aha! each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Aha!.
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Create a new task in Apptio Targetprocess each time a new task is created in Capsule CRM

Capsule CRM + Apptio Targetprocess

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Apptio Targetprocess when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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Set up a new task in Clinked whenever a new task is initiated in Capsule CRM

Capsule CRM + Clinked

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Clinked whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Clinked.
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Create a new task in Easy Redmine each time a new task is created in Capsule CRM

Capsule CRM + Easy Redmine

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Easy Redmine whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Easy Redmine.
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Create tasks in Insightful as tasks are initiated in Capsule CRM

Capsule CRM + Insightful

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Insightful every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Insightful.
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Create tasks in JobNimbus as tasks are initiated in Capsule CRM

Capsule CRM + JobNimbus

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in JobNimbus when a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in JobNimbus.
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Set up a new task in Favro whenever a new task is initiated in Capsule CRM

Capsule CRM + Favro

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Favro every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in a card in Favro.
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Create a new task in MeisterTask each time a new task is created in Capsule CRM

Capsule CRM + MeisterTask

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in MeisterTask each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Set up tasks in Freedcamp when new tasks are initiated in Capsule CRM

Capsule CRM + Freedcamp

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Freedcamp whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected task list in Freedcamp.
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Set up tasks in Flow when new tasks are initiated in Capsule CRM

Capsule CRM + Flow

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Flow each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Create a new task in ClickUp each time a new task is created in Capsule CRM

Capsule CRM + ClickUp

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to ClickUp every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a new task in DoneDone each time a new task is created in Capsule CRM

Capsule CRM + DoneDone

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in DoneDone whenever a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a task in the selected project in DoneDone.
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Create a task in awork as soon as a task is created in Capsule CRM

Capsule CRM + awork

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork upon the addition of a task in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected project in awork.
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Set up a task in actiTIME every time a task is added in Capsule CRM

Capsule CRM + actiTIME

Track the time spent on each task by creating a record in your time tracking application. This flow will create a task in actiTIME as soon as a task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in actiTIME.
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Create a task in Agiled each time a new task is initiated in Capsule CRM

Capsule CRM + Agiled

Eliminate redundant work and streamline task management by creating a record in the business management platform. This flow will create a task in Agiled each time a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Agiled.
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Create a task in BigTime as soon as a task is created in Capsule CRM

Capsule CRM + BigTime

Track the time spent on each task by creating a record in your time and billing software. This flow will create a task in BigTime as soon as a task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in BigTime.
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Create a task in FreshBooks upon the addition of a task in Capsule CRM

Capsule CRM + FreshBooks

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in FreshBooks every time a task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in FreshBooks.
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Set up a task in Harvest every time a task is added in Capsule CRM

Capsule CRM + Harvest

Track the time spent on each task by creating a record in your time tracking application. This flow will create a task in Harvest as soon as a task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Harvest.
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Create a task in Intervals upon the addition of a task in Capsule CRM

Capsule CRM + Intervals

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Intervals as soon as a task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Intervals.
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Create a task in Clockify each time a new task is initiated in Capsule CRM

Capsule CRM + Clockify

Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Clockify each time a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected project in Clockify.
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Create a task in Everhour each time a new task is initiated in Capsule CRM

Capsule CRM + Everhour

Eliminate redundant work and streamline task management by creating a record in the time tracking app. This flow will create a task in Everhour each time a new task is initiated in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in the selected project in Everhour.
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Create a task in Hubstaff upon the addition of a task in Capsule CRM

Capsule CRM + Hubstaff

Efficiently manage deadlines by logging all tasks in your time tracking software. This flow will create a task in Hubstaff upon the addition of a task in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new to-do task for an existing project in Hubstaff.
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Create a new person in Capsule CRM when a form is submitted through 123FormBuilder

123FormBuilder + Capsule CRM

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in Capsule CRM from the responses collected via 123FormBuilder.

How it works
  1. The flow triggers when a new submission is added to the selected form in 123FormBuilder.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in Basin

Basin + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will add a new person in Capsule CRM using the responses received from Basin.

How it works
  1. The flow triggers when a new submission is added in Basin.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in Bit Form

Bit Form + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will generate a new person in Capsule CRM using the form responses obtained from Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Contact Form 7

Contact Form 7 + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in Contact Form 7.

How it works
  1. The flow triggers when a new form entry is submitted in Contact Form 7.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in Device Magic

Device Magic + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will add a new person in Capsule CRM using the responses received from Device Magic.

How it works
  1. The flow triggers when a new submission is received in the selected form in Device Magic.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry from Elementor Pro

Elementor Pro + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in Elementor Pro.

How it works
  1. The flow triggers when a new form entry is made in Elementor Pro.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry from Everest Forms

Everest Forms + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will create a new person in Capsule CRM from the responses collected via Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in FastField

FastField + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This workflow will generate a new person in Capsule CRM using the form inputs received in FastField.

How it works
  1. The flow triggers when a new submission is created in FastField.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Fluent Forms

Fluent Forms + Capsule CRM

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Capsule CRM using the form responses obtained from Fluent Forms.

How it works
  1. The flow triggers when a form is submitted in Fluent Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in Formidable Forms

Formidable Forms + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will generate a new person in Capsule CRM using the form responses obtained from Formidable Forms.

How it works
  1. The flow triggers when a new form entry is made in Formidable Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Forminator

Forminator + Capsule CRM

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Capsule CRM using the responses received from Forminator.

How it works
  1. The flow triggers when a form is submitted in Forminator.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Formsite

Formsite + Capsule CRM

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Capsule CRM using the form responses obtained from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Formstack

Formstack + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will create a new person in Capsule CRM from the responses collected via Formstack.

How it works
  1. The flow triggers when a new submission is added to the selected form in Formstack.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry from FormTitan

FormTitan + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in FormTitan.

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Fulcrum

Fulcrum + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This workflow will generate a new person in Capsule CRM using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Gravity Forms

Gravity Forms + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This workflow will generate a new person in Capsule CRM using the form inputs received in Gravity Forms.

How it works
  1. The flow triggers when a new form is submitted in Gravity Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Happyforms

Happyforms + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will generate a new person in Capsule CRM using the form responses obtained from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry submitted in JotForm

JotForm + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will add a new person in Capsule CRM using the responses received from JotForm.

How it works
  1. The flow triggers when a new submission is added to the selected form in JotForm.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Add a new person in Capsule CRM for each form entry made in Kadence Blocks

Kadence Blocks + Capsule CRM

Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will create a new person in Capsule CRM from the responses collected via Kadence Blocks.

How it works
  1. The flow triggers when a form entry is submitted in Kadence Blocks.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM when a form is submitted through Kali Forms

Kali Forms + Capsule CRM

Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will generate a new person in Capsule CRM using the form responses obtained from Kali Forms.

How it works
  1. The flow triggers when a form entry is submitted in Kali Forms.
  2. Zoho Flow creates a new person on Capsule CRM in Capsule CRM.

Build your own Capsule CRM integrations

Connect Capsule CRM with over 4000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Capsule CRM workflows using the below 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 - Actions 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

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.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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