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Capsule CRM

Capsule CRM and Infusionsoft Integration

Gather leads, automate marketing and sales process. Connect Capsule CRM and Infusionsoft. Run workflows.

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Popular Integrations

  • Infusionsoft Capsule CRM

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

  • Capsule CRM Infusionsoft

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

  • Capsule CRM Infusionsoft

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

  • Infusionsoft Capsule CRM

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

  • Infusionsoft Capsule CRM

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

  • Infusionsoft Capsule CRM

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

  • Capsule CRM Infusionsoft

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

  • Capsule CRM Infusionsoft

    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

    New Opportunity

    Triggers when a new Opportunity is created
  • Infusionsoft

    New Contact

    Triggers when a new contact is created
  • Infusionsoft

    New Contact Action

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

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft

    New Product

    Triggers when a new product is created
  • Infusionsoft

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft

    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

    Triggers when a new Person is created
  • Capsule CRM

    New Task

    Triggers when a new open Task is created
  • Capsule CRM

    New Opportunity

    Triggers when a new Opportunity is created
  • Capsule CRM

    New Organisation

    Triggers when a new Organization is created
  • Capsule CRM

    New Case

    Triggers when a new Case is created

Do this

ACTIONS
  • Capsule CRM

    Add a Person

    Create a new Person
  • Capsule CRM

    Add an Opportunity

    Create a new Opportunity
  • Capsule CRM

    Add an Organisation

    Create a new Organization
  • Capsule CRM

    Add a Task

    Create a new Task
  • Capsule CRM

    Search a Person

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

    Add a Case

    Create a new Case
  • Capsule CRM

    Search an Opportunity

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

    Search an Organisation

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

    Search Case

    Search for a Case based on ID or name
  • Infusionsoft

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft

    Send an Email

    Send an Email
  • Infusionsoft

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft

    Add a Company

    Creates a new Company
  • Infusionsoft

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft

    Add an Order

    Creates a new Order
  • Infusionsoft

    Add a Note

    Creates a new Note
  • Infusionsoft

    Tag a Contact

    Tags a Contact
  • Infusionsoft

    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
Wufoo
Google Forms

Forms

Infusionsoft Workflow
Capsule CRM Workflow
PayPal
QuickBooks Online
Stripe

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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