Integrate Capsule CRM with Ontraport
Send information between Capsule CRM and Ontraport automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Ontraport using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
Tag added
Triggers when the selected tag is added to a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
Contact added
Triggers when a new contact is added
Tag removed
Triggers when the selected tag is removed for a contact
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
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
What is Capsule CRM?
Similar apps
What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
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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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