Integrate Capsule CRM with Forecast

Send information between Capsule CRM and Forecast automatically, without writing any code, using Zoho Flow.

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Create tasks in Forecast as tasks are initiated in Capsule CRM

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Forecast each time a new task is created in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule CRM.
  2. Zoho Flow creates a new task in Forecast.
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Create tasks in Forecast as tasks are initiated in Capsule CRM

Capsule CRM + Forecast

Build your own integrations between Capsule CRM and Forecast

Connect Capsule CRM and Forecast with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Forecast 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

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

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

Add person

Adds a new person

Create client

Creates a new client

Create time registration

Creates a new time registration

Create label

Creates a new label

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Create task

Creates a new task

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Fetch label

Fetches an existing label by name

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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