Airtable + Capsule CRM

Connect Airtable and Capsule CRM to Build Intelligent Automations

Choose a Trigger

When this happens...

New Records Created or Updated
New Records Created

Choose an Action

Automatically do this!

Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types

Ready to use Airtable and Capsule CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

New or Updated Project

Triggers when a given action is performed on a Project.

New or Updated Task

Triggers when a given action is performed on a Task.

Do thisActions
Action is the task that follows automatically within your Airtable integrations.

List All records

Retrieve all records from the selected Airtable base and table.

Delete Record

Remove a specific record from the selected Airtable base and table.

Update Record

Modify fields of a specific record in a selected Airtable base and table.

List a record by Record ID

list a record by Record ID

Find or Create Record

Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.

Create Record

Add a new record to a chosen Airtable base and table using the provided field values.

We'll help you get started

Our team is all set to help you!

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Step by step guides to integrate Airtable and Capsule CRM

Frequently Asked Questions

How do I start an integration between Airtable and Capsule CRM?

To start, connect both your Airtable and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in Capsule CRM (or vice versa).

Can we customize how data from Airtable is recorded in Capsule CRM?

Absolutely. You can customize how Airtable data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Airtable and Capsule CRM?

The data sync between Airtable and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Airtable to Capsule CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Airtable and Capsule CRM?

Yes, you can set conditional logic to control the flow of data between Airtable and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

Databases Task Management

Learn More

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

CRM Sales and CRM

Learn More

Connect Airtable and Capsule CRM to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Airtable and Capsule CRM automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Records Created or Updated

New Records Created

New or Updated Contact

New or Updated Opportunity

New or Updated Project

New or Updated Task

Do thisActionsAction is the task that follows automatically within your Airtable integrations.

List All records

Delete Record

Update Record

List a record by Record ID

Find or Create Record

Create Record

We'll help you get started

Know More About Airtable and Capsule Crm Integrations

Integrating Trello and Airtable for Seamless Automation

A Complete Guide to Automations for Small Business in 2025

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Step by step guides to integrate Airtable and Capsule CRM

Frequently Asked Questions

About Airtable

About Capsule CRM

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When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Airtable integrations.