---
title: "Capsule CRM connector"
description: "Connect Capsule CRM to OpenEmail. The assistant looks things up in Capsule CRM and acts there when you say so. Free to start."
url: "https://openemail.uk/connectors/capsule-crm"
---

# 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.

[Open mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[All connectors](https://openemail.uk/connectors.md) Free to start Asks before it changes anything

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

### 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

### Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

CRM · Actions: 200

### Attio

Attio is a fully customizable workspace for your team's relationships and workflows.

CRM · Actions: 102

### Zoho

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

CRM · Actions: 57

### Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

CRM · Actions: 16

### Zendesk

Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement

CRM · Actions: 456

Start free

## Connect your first app in a minute.

Create an account, connect an app and ask the assistant about it.

[Open mail](https://openemail.uk/mail/inbox) [Get Started](https://openemail.uk/signup.md)[How connectors work](https://openemail.uk/docs/knowledge/ai/connectors.md)