Automate Everything: Capsule and Zapier’s Power Combo

SmallBizCRM Staff – May 30th, 2024



Endless Integration Opportunities with Zapier

While Capsule has many native integrations with services such as Xero, Gmail, and Microsoft, Zapier offers integrations for numerous other tools and apps, catering to both common and more bespoke, niche use cases.


In this blog post, the most common integrations will be covered.

What is Zapier?

Zapier is an integration platform that connects Capsule with over 2,000 other popular apps. Whether using Google Sheets, Slack, Mailchimp, WooCommerce, or something else entirely, Zapier connects Capsule with various favourite tools. The best part? No coding is necessary; its drag-and-drop interface makes it extremely easy to use.



Automate Your Workflows

With Capsule and Zapier integrated, repetitive tasks can be automated, and custom workflows can be built. Here are just a few examples of what can be done:

  • Import sales opportunities and projects from Google Sheets into Capsule: Eliminate manual data entry by automatically syncing Google Sheets with Capsule, ensuring that sales opportunities and projects are always up-to-date.
  • Add new WooCommerce orders to Capsule as new contacts: Streamline e-commerce operations by automatically adding new WooCommerce orders as contacts in Capsule.
  • Send offline conversions to Google Ads for new or updated contacts in Capsule: Enhance the understanding of advertising efforts by sending offline conversion data to Google Ads for any new or updated contacts, optimizing marketing measurement with ease.
  • Send funnel events to Facebook conversions from Capsule: Boost marketing effectiveness by sending funnel events from Capsule to Facebook Conversions, optimizing campaigns and driving better results with ease.
  • Add contacts from a call to Capsule if they don’t already exist: Automatically add new contacts from calls, ensuring Capsule is always up-to-date with the latest contacts.
  • Create opportunities in Capsule from a Squarespace form submission: Capture leads effortlessly by generating opportunities in Capsule directly from Squarespace form submissions.

Effortless Setup

Setting up Capsule with Zapier is a breeze. There is no need to involve multiple team members or spend hours on configuration. With Zapier’s intuitive interface, Capsule can be connected to other apps with just a few clicks. It’s that simple. To demonstrate how easy it is, check out this article showing how to add Facebook leads to Capsule with Zapier.

Start Automating Today

The Capsule and Zapier integration is a game-changer for businesses looking to improve their processes. Whether a solopreneur or a team of professionals, Zapier ensures connectivity between Capsule and various favourite apps, allowing tasks to be automated and custom workflows to be built with ease.

Get started with Capsule and Zapier today. Capsule offers a free plan for up to two users and a 14-day free trial for paid plans. Zapier offers a free forever plan for core features and a free trial for premium features.