Capsule v2

Integrate Capsule CRM

Connect Capsule CRM to many other apps without code

Capsule CRM gives you everything you need to effectively run your business and manage your contacts.

Combined with Cyclr you can integrate Capsule with many other business platforms, allowing you to enrich your CRM data with website, support, billing or eCommerce system data or repurpose it to enhance your marketing campaigns.

Case Studies Pre-made Integrations Features Request a Demo
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.

Case Studies

How Cyclr integrates and automates Capsule CRM

Keep Track of Support Enquiries Within CRM

In order to better understand a customer’s requirements and history with your company being able to see what support interactions they have had with you is a must. Support tasks can be performed and tracked by teams in numerous different applications, but having that data available in your CRM is vital for tracking your customer’s full history.

Sale to CRM Workflows

Web shops come in many forms, with popular platforms including Magento, WooCommerce and Shopify. Cyclr has you covered, with a wide range of data points to be tracked and synced, allowing you to push the data to areas of your Capsule CRM you need them the most. For example, let’s look at adding new sales from your WooCommerce shop as completed Capsule CRM Opportunities.

Email Marketing Integrations

Cyclr support a wide (and growing) range of email marketing suites, that allow you to create beautiful and dynamic email campaigns. Our marketing integrations take a lot of the hassle out of creating more bespoke, user centric campaigns that really speak to your customers, as well as keeping the rest of your team in the loop. Plus, the drag and drop interface means you can set up custom workflows for new campaigns in minutes!

Pre-built Capsule v2 integrations

Try any of these Capsule v2 integrations, no account required

Add new website contacts to Capsule CRM and MailChimp mailing lists

Sync your website to your business systems with this cycle. This automation workflow enhances new Gravity Form entries with FullContact before sending it to Capsule CRM where it is added as new contact. It is then added to your MailChimp email list.

Send your Sales Slack Channel a Message when a Capsule CRM Opportunity is Won

Make sure everyone knows about your success with this workflow. When an opportunity is completed a message is automatically sent to your sales Slack channel, so you can all celebrate!

Add Website enquiries to your Capsule CRM

This Contact Form 7 and Capsule CRM integration, sends new form entries to your CRM; adding new contacts if they are not listed and creating new tasks relating to the incoming message.

Add new Shopify store orders to your Capsule CRM

Add your new orders from your Shopify eCommerce store to your Capsule CRM automatically with this workflow. When an order is made a the contact is added to your CRM while a new completed opportunity is created.

Add Gravity Forms contacts to Capsule CRM & SendGrid

This workflow is triggered when a new Gravity Form is submitted, adding new contacts to Capsule CRM and SendGrid marketing suite, or updating the record if it is already present.

Full details

Explore our Capsule v2 integration

Capsule v2 Features

Full list of all Capsule v2 API methods that we provide.

Contacts

Feature Description Type
Create contact This method allows you to add a contact. action
Delete contact This method allows you to delete a contact. action
Get contact This method allows you to get the details of a single contact. get
Get contacts This method allows you to get the details of all contacts. get
Update contact This method allows you to update a contacts. action

Opportunities

Feature Description Type
Create Opportunity This method allows you to add a Opportunity. action
Delete Opportunity This method allows you to delete a Opportunity. action
Get Opportunities This method allows you to get the details of all Opportunities. get
Get Opportunity This method allows you to get the details of a single Opportunity. get
Update Opportunity This method allows you to update a opportunities. action

Organisations

Feature Description Type
Create orgnisation This method allows you to add a orgnisation. action
Delete orgnisation This method allows you to delete a orgnisation. action
Get organisations This method allows you to get the details of all organisations. get
Get orgnisation This method allows you to get the details of a single orgnisation. get
Update orgnisation This method allows you to update a organisations. action

Parties

Feature Description Type
Create Party This method allows you to add a Party. action
Delete Party This method allows you to delete a Party. action
Get Parties This method allows you to get the details of all Parties. get
Get Party This method allows you to get the details of a single Party. get
Update Party This method allows you to update a parties. action

Tasks

Feature Description Type
Create Task This method allows you to add a Task. action
Delete Task This method allows you to delete a Task. action
Get Task This method allows you to get the details of a single Task. get
Get Tasks This method allows you to get the details of all Tasks. get
Update Task This method allows you to update a tasks. action
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