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Capsule CRM

Capsule CRM and Infusionsoft Integration

Gather leads into Infusionsoft, automate marketing and sales process.Sync contact data and automate sales activity in Capsule CRM. Do much more by connecting Capsule CRM and Infusionsoft.

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Popular Integrations

  • Infusionsoft - New Contact Capsule CRM - Add a Person

    Add a Person in Capsule CRM on a New Contact in Infusionsoft

  • Capsule CRM - New Person Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Person in Capsule CRM

  • Capsule CRM - New Task Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Task in Capsule CRM

  • Infusionsoft - New Tag added to Contact Capsule CRM - Add a Person

    Add a Person in Capsule CRM on a New Tag added to Contact in Infusionsoft

  • Infusionsoft - New Opportunity Capsule CRM - Add an Opportunity

    Add an Opportunity in Capsule CRM on a New Opportunity in Infusionsoft

  • Infusionsoft - New Opportunity Capsule CRM - Add a Person

    Add a Person in Capsule CRM on a New Opportunity in Infusionsoft

  • Capsule CRM - New Task Infusionsoft - Add a Note

    Add a Note in Infusionsoft on a New Task in Capsule CRM

  • Capsule CRM - New Person Infusionsoft - Add a Note

    Add a Note in Infusionsoft on a New Person in Capsule CRM

Looking for something else?

Create your own Integration

Connect Capsule CRM and Infusionsoft the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Infusionsoft - Modified Opportunity

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft - New Contact

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Capsule CRM - New Person

    New Person

    Triggers when a new Person is created
  • Capsule CRM - New Task

    New Task

    Triggers when a new open Task is created
  • Capsule CRM - New Opportunity

    New Opportunity

    Triggers when a new Opportunity is created
  • Capsule CRM - New Organisation

    New Organisation

    Triggers when a new Organization is created
  • Capsule CRM - New Case

    New Case

    Triggers when a new Case is created

Do this

ACTIONS
  • Capsule CRM - Add a Person

    Add a Person

    Create a new Person
  • Capsule CRM - Add an Opportunity

    Add an Opportunity

    Create a new Opportunity
  • Capsule CRM - Add an Organisation

    Add an Organisation

    Create a new Organization
  • Capsule CRM - Add a Task

    Add a Task

    Create a new Task
  • Capsule CRM - Search a Person

    Search a Person

    Search for a Person based on ID or Name
  • Capsule CRM - Add a Case

    Add a Case

    Create a new Case
  • Capsule CRM - Search an Opportunity

    Search an Opportunity

    Search for an Opportunity based on ID or Name
  • Capsule CRM - Search an Organisation

    Search an Organisation

    Search for an Organisation based on ID or Name
  • Capsule CRM - Search Case

    Search Case

    Search for a Case based on ID or name
  • Infusionsoft - Add Or Update Contact (New)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Facebook Lead Ads
Wufoo

Forms

Infusionsoft Workflow
Capsule CRM Workflow
Square
PayPal
QuickBooks Online

Payments

Connect Capsule CRM and Infusionsoft with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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