Connect Smartlead AI and Capsule CRM
Integrate Smartlead AI with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Capsule CRM when Lead Unsubscribed in Smartleadai
Update Opportunity in Capsule CRM when Lead Unsubscribed in Smartleadai
List Tasks in Capsule-crm when Lead Unsubscribed in Smartleadai
Add Note to Entity in Capsule CRM when Lead Unsubscribed in Smartleadai
Create Opportunity in Capsule CRM when Lead Unsubscribed in Smartleadai
Popular Smartlead AI + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartlead AI
When this happens...
Lead Unsubscribed
Lead Category Updated
Choose an action
Capsule CRM
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
Create Contact in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowUpdate Opportunity in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowList Tasks in Capsule-crm when Lead Unsubscribed in Smartleadai
Use this flowAdd Note to Entity in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowCreate Opportunity in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowCreate a project in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowCreate Task in Capsule-crm when Lead Unsubscribed in Smartleadai
Use this flowUpdate Contact in Capsule CRM when Lead Unsubscribed in Smartleadai
Use this flowFind Contact in Capsule-crm when Lead Unsubscribed in Smartleadai
Use this flowFind Milestone in Capsule-crm when Lead Unsubscribed in Smartleadai
Use this flowSupported Triggers & Actions
Everything you can automate between Smartlead AI and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
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 Smartlead AI integrations.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Fetch Lead Categories
This endpoint fetches all your categories
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartlead AI and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Smartlead AI and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Smartlead AI triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Smartlead AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Smartlead AI and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartlead AI and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
