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Capsule CRM Integration

Capsule CRM is a user-friendly customer relationship management software that helps businesses organize and manage their contacts, sales pipelines, and customer interactions. It provides a centralized database where you can store contact information, track communication history, and manage tasks and deals. Capsule CRM offers customization options to tailor your sales process, integrates with popular tools like Google Workspace and Mailchimp, and provides insightful reports to track performance. It's designed to be easy to use yet powerful enough to support small and medium-sized businesses in building stronger customer relationships and driving growth.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Project

Triggers when a project is recieved. See the docs here

Actions

Action components allow you to perform operations on the app.

Create Party

Creates a party in Capsule CRM. See the docs here.

Create Project

Creates a project in Capsule CRM. See the docs here.

Create Task

Creates a task in Capsule CRM. See the docs here.

List Projects

Lists the collecton of projects in Capsule CRM account. See the docs here.

List Tasks

Lists the collecton of tasks in Capsule CRM account. See the docs here.

How to Integrate Capsule CRM?

For Capsule CRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Capsule CRM.
  5. Drag and drop the Capsule CRM component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Capsule CRM account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!