Integrate Capsule CRM with TeamWave
Send information between Capsule CRM and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in TeamWave when a new task is created in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Capsule CRM
Capsule CRM + TeamWave
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Supported triggers and actions
Integrate Capsule CRM and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Create organization
Creates a new organization
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Create activity
Creates a new activity
Create project
Creates a new project
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create person
Creates a new person
Update person
Updates the details of an existing person
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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