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.
Capsule CRM and Google Calendar can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Capsule CRM
Watch new Tasks in Capsule CRM
Checks if a new task was created.
Then this action happens in 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 if you don't have one.
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.
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
Choose the following trigger: Watch new Tasks (Checks if a new task was created.).
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
Configure the data that is exchanged between Capsule CRM and Google Calendar.
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!
Related Automation Templates
Supported triggers and actions
New event
Triggers when an event is created.
triggerbyzapierpabbly-connectalbatoEvent start
Triggers a specified time before an event starts.
triggerbyzapierautomateioNew or updated event
Triggers when an event is created or updated (except when it's cancelled).
triggerbyzapierAny 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.
triggerbyiftttEvent 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.
triggerbyiftttNew 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.
triggerbyifttt
Create contact
Creates a new Person or Organisation.
actionbyzapierpabbly-connectCreate opportunity
Creates a new Opportunity.
actionbyzapierintegratelypabbly-connectCreate a party
Creates a new party.
actionbyintegromatCreate project
Creates a new Project.
actionbyzapierCreate task
Creates a new Task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates a new task.
actionbyintegromat
Apps you need
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 (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.
