Capsule

Integrate Capsule

Connect Capsule to many other apps without code.
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What does Cyclr do?

Powerful automations and workflows

Connect

Integrate the apps you run to share data and trigger actions.

Workflows

Create branching workflows, blending many apps into a seamless process.

Timers

Trigger actions on dates, take the right action at the right time.

Report and Monitor

View reports and ensure your workflows run smoothly.

Pre-built Capsule integrations

Try any of these Capsule integrations, no account required

Sync Capsule Contacts With MailChimp

Sync your Capsule CRM and MailChimp marketing campaigns by automatically updating and adding new CRM contacts to your mailing list.

Add New Capsule Contacts to Campaign Monitor

Sync your CRM data with your marketing campaigns with this marketing automation cycle! Automatically add your new Capsule CRM contacts with your Campaign Monitor lists.

Send a reminder SMS to owners of tasks due to be completed today

Make sure your tasks aren't forgotten with SMS reminders! This cycle checks for tasks that are due today in your Capsule CRM and sends an SMS reminder to the task owner through Twilio.

Create a Support Task in Capsule CRM from a Gravity Forms Entry

Automatically create a support task when a support ticket submission has been sent from your website's Gravity Form. This cycle checks to see if the submitter is already in your CRM, adding them if they are not, before creating a new task.

Create a new Task in Capsule CRM when a new Zendesk Ticket is Created

Keep your team in the loop by adding a task in your Capsule CRM when a new support ticket is created in Zendesk.

Automatically Add or Update your Sentori Contacts with new Capsule Records

Keep your customer marketing list up to date with this marketing automation workflow. This cycle gets new contacts from your Capsule CRM and adds them to your Sentori list, updating them if they're already present.

Add New Capsule Contacts to Sendible

This cycle automatically adds new contacts from your Capsule CRM to Sendible, checking to see if they are already in your customer list.

Sing your sales team's praises on Slack when they close a Capsule opportunity

Make sure your sales team get credit when they win an opportunity on Capsule by singing their praises on Slack when it is 100% closed!

Sync your Capsule CRM & SendGrid Contacts

Automatically sync your Capsule CRM & SendGrid contacts with this automation workflow; checking to see if the new Capsule contact is in SendGrid, creating a new contact if they're not found.

Full details

Explore our Capsule integration

Capsule Features

Full list of all Capsule API methods that we provide.

Opportunities

Feature Description Type
Add Opportunity Adds an Opportunity. action
Delete Opportunity Deletes an Opportunity. action
Get Opportunity Gets details of an existing Opportunity. get
List Opportunities Lists Opportunities. get
List Opportunities By Organisation Lists Opportunities for a specified Organisation. get
Update Opportunity Updates an Opportunity. action

Organisations

Feature Description Type
Add Organisation Adds a new organisation to the CRM System. action
Delete Contact From Organisation Remove an email, phone number, address or web address from an organisation. action
Delete Organisation Deletes a specific organisation. action
Get New Organisations Lists Organisations that have been created since last time the cycle ran. get
Get Organisation Gets details of a specific organisation. get
List Organisations Lists Organisations from Capsule. get
List People at Organisation Lists people at an Organisation get
Update Organisation Updates an organisation in the CRM System. action

Persons

Feature Description Type
Add Person Adds a new person to the CRM System. action
Delete Person Delete a single person. action
Get New Persons Get people that have been created since the cycle last ran. get
Get Person Get details of a single person. get
List Persons List all people in this Capsule CRM account. get
Update Person Updates a person. action

Tasks

Feature Description Type
Add Task Adds a Task. action
Complete Task Completes a Task. action
Delete Task Deletes a Task. action
Get Task Retrieves details of a specific Task. get
List Tasks Lists Tasks. get
Reopen Task Reopens a previously completed Task. action
Update Task Updates a Task. action
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