Integrate Capsule CRM with SmartSuite

Send information between Capsule CRM and SmartSuite automatically, without writing any code, using Zoho Flow.

Build your own integrations between Capsule CRM and SmartSuite

Connect Capsule CRM and SmartSuite with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and SmartSuite 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

Record created

Triggers when a new record is created in an application

Comment created

Triggers when a new comment is created

Solution created

Triggers when a new solution is created

App created

Triggers when a new app is created

Record updated

Triggers when the details of an existing record is updated in an application

All Actions - Actions are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

Create solution

Creates a new solution

Create app

Creates a new app

Create comment

Creates a new comment

Create record

Creates a new record in an app

Update record

Updates the details of an existing record

Fetch record

Fetches the details of an existing record using ID

Fetch App

Fetches the details of an existing app using ID

Fetch comment

Fetches the details of an existing comment using ID

Fetch solution

Fetches the details of an existing solution using 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

What is SmartSuite?

SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.

Project Management

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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