Integrate Mattermark with Capsule CRM
Send information between Mattermark and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mattermark and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
All Actions - Actions are the automated tasks
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
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
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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What is Capsule CRM?
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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.
Learn more >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
