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
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
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Set up a new contact in ActiveDEMAND when a contact is created in Capsule CRM

Capsule CRM + ActiveDEMAND

Build your own integrations between Capsule CRM and 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 Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization 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 Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

Create history

Creates a new history item for the specified contact

Add contact to contact list

Adds a contact to the selected contact list

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?

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 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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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