Integrate Capsule CRM with ActiveDEMAND
Send information between Capsule CRM and ActiveDEMAND automatically, without writing any code, using Zoho Flow.
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Set up a new contact in ActiveDEMAND when a contact is created in Capsule CRM
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in ActiveDEMAND for new contacts created in Capsule CRM.
How it works
- The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
- Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
Set up a new contact in ActiveDEMAND when a contact is created in Capsule CRM
Capsule CRM + ActiveDEMAND
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Supported triggers and actions
Integrate Capsule CRM and ActiveDEMAND using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New Organization
Triggers when a new organization is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
History created
Triggers when a new history item is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Person
Creates a new person on Capsule CRM
Create Task
Creates a new task
Create Case
Creates a new case
Find person
Finds the details of the specified person by ID
Create form entry
Creates a new web form entry
Add contact to contact list
Adds a contact to the selected contact list
Create history
Creates a new history item for the specified contact
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by email address
Remove contact from contact list
Removes a contact from the selected contact list
What is Capsule CRM?
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What is ActiveDEMAND?
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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