Integrate Capsule CRM with Zoho Marketing Automation

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

Build your own integrations between Capsule CRM and Zoho Marketing Automation

Connect Capsule CRM and Zoho Marketing Automation with over 900+ 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 Zoho Marketing Automation 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

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

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

Add lead score

Adds lead score for the specified email address

Tag lead

Adds the specified tag to a lead

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Create or update lead

Creates or updates a lead

Create list

Creates a new list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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 Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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.

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Logic

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

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Custom functions

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

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Sales Director, Artico

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CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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