This automation scenario allows you to connect Capsule CRM and Gmail
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 Gmail can also be integrated using automation tools other than integromat:
When this trigger fires in Capsule CRM
Checks if a new task was created.
Then this action happens in Gmail
Sends a new email.
This guide contains information on how to set up an automatic workflow that allows to Send emails from Gmail for new Capsule CRM tasks.
Part I
First, we need to connect Capsule CRM and Gmail 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 Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
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 Gmail
Choose this action: Send an Email (Sends a new email.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Capsule CRM and Gmail.
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 Send emails from Gmail for new Capsule CRM tasks!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new Person or Organisation.
Creates a new Opportunity.
Creates a new party.
Creates a new Project.
Creates a new Task.
Creates a new task.
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.