Connect Gmail and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attachment
New Email Received
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 Gmail and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
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 Gmail integrations.
Send Email
send a new email message.
Add or Remove Label to Email
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply to Email
Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Gmail Messages
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Know More About Gmail and Capsule Crm Integrations
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Step by step guides to integrate Gmail and Capsule CRM
Frequently Asked Questions
To start, connect both your Gmail and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Gmail 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.
The data sync between Gmail and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gmail 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreAbout 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.
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