Create integrations between Capsule CRM and Heartbeat
Add user to group in Heartbeat when New or Updated Contact in Capsule CRM
Create a Group in Heartbeat when New or Updated Contact in Capsule CRM
Remove User from Group in Heartbeat when New or Updated Contact in Capsule CRM
Find User in Heartbeat when New or Updated Contact in Capsule CRM
Create a Channel in Heartbeat when New or Updated Contact in Capsule CRM
Create a Thread in Heartbeat when New or Updated Contact in Capsule CRM
Create a Comment in Heartbeat when New or Updated Contact in Capsule CRM
Create a Event in Heartbeat when New or Updated Contact in Capsule CRM
Deactivate User in Heartbeat when New or Updated Contact in Capsule CRM
Invite Users to Heartbeat when New or Updated Contact in Capsule CRM
Actions and Triggers
When this happensTriggers
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.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
Do thisActions
List Tasks
Get a list of all tasks
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
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Frequently Asked Questions
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.
Learn MoreAbout Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
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