Integrate Device Magic with Capsule CRM
Send information between Device Magic and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Capsule CRM for every form entry submitted in Device Magic
Save time and reduce errors by capturing contact details directly from forms into your customer relationship management software. This flow will add a new person in Capsule CRM using the responses received from Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
Create a new person in Capsule CRM for every form entry submitted in Device Magic
Device Magic + Capsule CRM
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Supported triggers and actions
Integrate Device Magic and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission received
Triggers when a new submission is received in the selected form
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Dispatch form
Dispatches a form to a target device
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
What is Device Magic?
Device Magic is mobile forms and data collection software. You can collect data without internet connection, send forms with pre-populated data, and track the location of each submission.
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