Integrate Capsule CRM with Freshservice to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Capsule CRM with Freshservice - no code necessary. See how you can get setup in minutes.

Select a trigger from Capsule CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Capsule CRM, a trigger could be "New or Updated Project."

A trigger is the event that kicks off your automated workflow.

Setup an action from Freshservice

An action is what takes place after the automation is triggered. For example, with Freshservice, the action could be "Add Notes to a Ticket."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Capsule CRM to Freshservice

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Capsule CRM to Freshservice with a Zapier template.

Our most popular template

Create Freshservice requesters for new or updated Capsule CRM opportunities
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Capsule CRM + Freshservice

Create Freshservice requesters for new or updated Capsule CRM opportunities

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Capsule CRM + Freshservice

Make work flow with AI

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Learn about AI automation

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Provide world-class support with a little help from automation

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Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
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- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Entity Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
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- Subject
  Required
- Email
  Required
- Description
  Required
- Priority
- CC Emails
- Ticket Status
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Body
- Private
  Required
Action
Write
- First Name
  Required
- Last Name
- Job Title
- Primary Email
  Required
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write

Learn how to automate Capsule CRM on the Zapier blog

Learn how to automate Freshservice on the Zapier blog

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

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