Integrate PipelineDeals with Capsule CRM
Send information between PipelineDeals and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
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
All Actions - Actions are the automated tasks
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
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
What is Capsule CRM?
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