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 User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
Contact updated
Triggers when the details of an existing contact are updated
History created
Triggers when a new history item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
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
Create form entry
Creates a new web form entry
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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