HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
CRM · Actions: 283
OpenEmail + Capsule CRM
Connect Capsule CRM once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.
CRM, Contact management
About Capsule CRM
Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.
Actions: 109
What the assistant can do in Capsule CRM
A few of the things it can do once Capsule CRM is connected.
Look things up
These run as soon as you ask.
Get Current User
Retrieve the current authenticated user's details including id, username, name, locale, currency, status, timezone
Get Opportunity
Retrieve a specific opportunity by its ID from Capsule CRM
Get Project
Retrieve a specific project (case) by its ID from Capsule CRM
List Deleted Opportunities
List opportunities deleted or restricted since a given date
List deleted parties
Retrieve parties deleted since a given date
Make changes
It shows you what it is about to do and waits for your OK.
Create Capsule CRM Category
Create a new task category in Capsule CRM
Create Custom Field Definition
Create a new custom field definition for parties, opportunities, or projects in Capsule CRM
Create Entry
Create a new note entry in Capsule CRM
Create Capsule CRM Milestone
Create a new milestone in Capsule CRM
Create Opportunity
Create a new opportunity in Capsule CRM
How it works
Three steps
Connect Capsule CRM
Sign in to Capsule CRM from the Connectors page. There is nothing to install.
Ask in plain words
Ask the assistant in OpenEmail. It finds the right action in Capsule CRM and runs it.
Stay in control
Lookups run at once. Anything that changes Capsule CRM waits for your OK.
Price
Free to start
The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Capsule CRM whenever you like.
More apps
Works with these too
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Attio
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Zoho
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Dynamics 365
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Zendesk
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Start free
Connect your first app
in a minute.
Create an account, connect an app and ask the assistant about it.