Connect Smartlook and Capsule CRM
Integrate Smartlook with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Event from Smartlook when New or Updated Contact in Capsule CRM
Get Funnel from Smartlook when New or Updated Contact in Capsule CRM
List Events from Smartlook when New or Updated Contact in Capsule CRM
List Funnels from Smartlook when New or Updated Contact in Capsule CRM
Get Api Stats from Smartlook when New or Updated Contact in Capsule CRM
Popular Smartlook + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartlook
When this happens...
- Request a new Trigger for Smartlook
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
Get Event from Smartlook when New or Updated Contact in Capsule CRM
Use this flowGet Funnel from Smartlook when New or Updated Contact in Capsule CRM
Use this flowList Events from Smartlook when New or Updated Contact in Capsule CRM
Use this flowList Funnels from Smartlook when New or Updated Contact in Capsule CRM
Use this flowGet Api Stats from Smartlook when New or Updated Contact in Capsule CRM
Use this flowGet Event from Smartlook when New or Updated Opportunity in Capsule CRM
Use this flowGet Funnel from Smartlook when New or Updated Opportunity in Capsule CRM
Use this flowList Events from Smartlook when New or Updated Opportunity in Capsule CRM
Use this flowList Funnels from Smartlook when New or Updated Opportunity in Capsule CRM
Use this flowGet Api Stats from Smartlook when New or Updated Opportunity in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Smartlook and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your Smartlook integrations.
Get Event
Retrieve the details of event
Get Funnel
Retrieve the details of funnel
List Events
Retrieve the details of event
List Funnels
Retrieve the details of funnel
Get Api Stats
This API retrieves event statistics from Smartlook within a specified date range and optional occurrence histogram interval.
Create Contact
Creates a new Person or Organisation.
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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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 Smartlook
Smartlook is an analytics tool that helps businesses understand user behavior on their websites and mobile apps. It provides features like session recordings, heatmaps, and event tracking to optimize user experience and improve conversion rates.
Learn moreSimilar apps
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 Smartlook 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 Smartlook 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 Smartlook triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Smartlook. 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 Smartlook and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartlook 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.
