Connect Zoho Mail and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
New Tagged Email
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 Zoho Mail and Capsule CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
New Tagged Email
Triggers when a new email is received and you tag it within two days.
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 Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body, and attachments.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Zoho Mail 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 Zoho Mail 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 Zoho Mail 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 Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business 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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