Capsule CRM
Google Calendar
integromat

An automated workflow using integromat

Connects Capsule CRM + Google Calendar

Add new Capsule CRM tasks to Google Caledar as events

About this workflow template

This automation scenario allows you to connect Capsule CRM and Google Calendar

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Capsule CRM and Google Calendar can also be integrated using automation tools other than integromat:

Diagram

Add new Capsule CRM tasks to Google Caledar as events
Workflow diagram: Capsule CRM + Google Calendar integration

How it works?

When this trigger fires in Capsule CRM

Capsule CRM

Watch new Tasks in Capsule CRM

Checks if a new task was created.

Then this action happens in Google Calendar

Google Calendar

Create an Event in Google Calendar

Creates a new event.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Capsule CRM tasks to Google Caledar as events.

Part I

Configure Applications

First, we need to connect Capsule CRM and Google Calendar to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Capsule CRM to Make.com.

    Connect Capsule CRM to Make.com.

    Give Make.com access to your Capsule CRM account, using Capsule CRM credentials.

  • Connect Google Calendar to Make.com.

    Connect Google Calendar to Make.com.

    Give Make.com access to your Google Calendar account, using Google Calendar credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Capsule CRM

    Set up a Trigger action for Capsule CRM

    Choose the following trigger: Watch new Tasks (Checks if a new task was created.).

  • Then set up an Action for Google Calendar

    Then set up an Action for Google Calendar

    Choose this action: Create an Event (Creates a new event.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Capsule CRM and Google Calendar.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Capsule CRM tasks to Google Caledar as events!

Supported triggers and actions

  • Google Calendar

    New event

    Triggers when an event is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Google Calendar

    Event start

    Triggers when a specified amount of time before an event starts.

    zapierautomateio
    triggerbyzapierautomateio
  • Google Calendar

    New or updated event

    Triggers when an event is created or updated (except when it's cancelled).

    zapier
    triggerbyzapier
  • Google Calendar

    Any event starts

    This Trigger fires a set number of minutes before the starting time of any event on your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.

    ifttt
    triggerbyifttt
  • Google Calendar

    Event from search starts

    This Trigger fires a set number of minutes before the starting time of an event on your Calendar that contains a specific keyword or phrase in the event’s Title, Description, or Location. Ingredient will be based on the zone set in Google.

    ifttt
    triggerbyifttt
  • Google Calendar

    New event added

    This Trigger fires every time a new event is added to your Google Calendar. Note: The time in the ingredient will be based on the timezone set in Google Calendar.

    ifttt
    triggerbyifttt
  • Capsule CRM

    Create contact

    Creates a new Person or Organisation.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Capsule CRM

    Create opportunity

    Creates a new Opportunity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a party

    Creates a new party.

    integromat
    actionbyintegromat
  • Capsule CRM

    Create project

    Creates a new Project.

    zapier
    actionbyzapier
  • Capsule CRM

    Create task

    Creates a new Task.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a task

    Creates a new task.

    integromat
    actionbyintegromat

Apps you need

Google Calendar

Google Calendar

Calendar

A time management and scheduling tool for efficient day-to-day organization

Google Calendar, the free time-management web application, simplifies scheduling and organizing your daily events. Easily manage and share your schedule with customizable notifications, ensuring you stay on top of your commitments.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.