Connect Togile and Capsule CRM
Integrate Togile with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create lead in Togile when New or Updated Contact in Capsule CRM
Create Company in Togile when New or Updated Contact in Capsule CRM
Create Contact in Togile when New or Updated Contact in Capsule CRM
Update Lead in Togile when New or Updated Contact in Capsule CRM
Get Products and Services By Name from Togile when New or Updated Contact in Capsule CRM
Popular Togile + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Togile
When this happens...
New Lead
New Contact
Edit Lead
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 lead in Togile when New or Updated Contact in Capsule CRM
Use this flowCreate Company in Togile when New or Updated Contact in Capsule CRM
Use this flowCreate Contact in Togile when New or Updated Contact in Capsule CRM
Use this flowUpdate Lead in Togile when New or Updated Contact in Capsule CRM
Use this flowGet Products and Services By Name from Togile when New or Updated Contact in Capsule CRM
Use this flowCreate User in Togile when New or Updated Contact in Capsule CRM
Use this flowCreate New Task in Togile when New or Updated Contact in Capsule CRM
Use this flowCreate lead in Togile when New or Updated Opportunity in Capsule CRM
Use this flowCreate Company in Togile when New or Updated Opportunity in Capsule CRM
Use this flowCreate Contact in Togile when New or Updated Opportunity in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
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.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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 Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Togile 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 Togile 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 Togile triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Togile . 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 Togile and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile 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.
