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 800+ 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 removed from list

Triggers when a lead is removed from the selected list

Lead added to list

Triggers when a lead is added to the selected list

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

Tag lead

Adds the specified tag to a lead

Add lead score

Adds lead score for the specified email address

Create list

Creates a new list

Create or update lead

Creates or updates a lead

Clone campaign

Clones an existing campaign

Add lead to journey

Adds the specified lead to a journey

Create lead tag

Creates a new lead tag

Send email campaign

Sends an existing email campaign

Untag lead

Removes the specified tag from a lead

Update list

Updates the details of an existing list

Unsubscribe lead

Removes a lead from the selected 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.

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 >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY