Capsule CRM + Clockify Integration

Connect Capsule CRM to Clockify - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Clockify automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. Combine the benefits of both with Integrately’s Capsule CRM + Clockify integration.
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Clockify + Capsule CRM Integration

Create Capsule CRM task for new Clockify task

Have you ever wished that you could sync your Clockify task with your Capsule CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Clockify, a matching task will be created in Capsule CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Clockify and Capsule CRM accounts.
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Clockify + Capsule CRM Integration

Create Capsule CRM organisation from new Clockify project

If you're using the time tracking app Clockify to manage your project, you'll want to create a organisation in Capsule CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a organisation in Capsule CRM whenever you create a project in Clockify.
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Capsule CRM + Clockify Integration

Create Clockify project from new Capsule CRM organisation

If you're using Clockify to track time and work hours, it's important to create separate project for each organisation you're working for.

When you create a company in Capsule CRM, use this automation to create a project in Clockify. This will help keep your time tracking organized and easy to access.
Capsule CRM + Clockify Integration

Create Clockify task for new Capsule CRM task

Capsule CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Capsule CRM. Clockify is a great tool for this.

All you need to do is - integrate Clockify with Capsule CRM to create task in Clockify automatically when certain task occur in Capsule CRM. This can save you time by not having to manually create tasks in both systems.
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Capsule CRM + Clockify Integration

Create Clockify task for new Capsule CRM opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Clockify to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Capsule CRM? Well now there is!

With our integration between Capsule CRM and Clockify, creating task in Clockify is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Clockify to keep your team up-to-date.
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Capsule CRM + Clockify Integration

Create Clockify task for new Capsule CRM person

Capsule CRM and Clockify are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Capsule CRM, do you also create a task in Clockify? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Capsule CRM + Clockify Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Clockify
    Time entry is created in Clockify

    Triggers the automation whenever a new time entry is created

  • Clockify
    Task is created in Clockify

    Triggers the automation whenever a new task is created

    Instant
  • Clockify
    Timer is started in Clockify

    Triggers the automation whenever a timer is started

    Instant
  • Clockify
    Timer is stopped in Clockify

    Triggers the automation whenever the timer is stopped

    Instant
  • Clockify
    Project is created in Clockify

    Triggers the automation whenever a new project is created

    Instant
  • Clockify
    Workspace is created in Clockify

    Triggers the automation whenever a new workspace is created

  • Clockify
    Client is created in Clockify

    Triggers the automation whenever a new client is created

    Instant
  • Clockify
    Tag is created in Clockify

    Triggers the automation whenever a tag is added

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Clockify
    Create task in Clockify

    Automatically creates a new task

  • Clockify
    Search task in Clockify

    Automatically searches for a task

  • Clockify
    Create Project in Clockify

    Automatically creates a new project

  • Clockify
    Search Project in Clockify

    Automatically searches for a project

  • Clockify
    Get project by id in Clockify

    Automatically retrieves project information using the project ID

  • Clockify
    Get task by id in Clockify

    Automatically retrieves a task using its ID

  • Clockify
    Update Project in Clockify

    Automatically updates project information

  • Clockify
    Create Time Entry in Clockify

    Automatically creates a new time entry without manual input

  • Clockify
    Search time entry in Clockify

    Automatically searches for a time entry

  • Clockify
    Start Timer in Clockify

    Automatically initiates a countdown or stopwatch for tracking time

  • Clockify
    Stop Timer in Clockify

    Automatically stops the timer countdown

  • Clockify
    Search client in Clockify

    Automatically searches for a client

  • Clockify
    Create client in Clockify

    Automatically generates a new client profile

  • Clockify
    Search client by id in Clockify

    Automatically searches for a client based on their ID

  • Clockify
    Search Tag in Clockify

    Automatically searches for a tag

  • Clockify
    Create tag in Clockify

    Automatically generates a new tag

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Integrate Capsule CRM & Clockify In 1 Click
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