Capsule CRM + Toggl Integration

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Toggl + Capsule CRM Integration

Create Capsule CRM task for new Toggl task

Have you ever wished that you could sync your Toggl 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 Toggl, 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 Toggl and Capsule CRM accounts.
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Toggl + Capsule CRM Integration

Create Capsule CRM organisation from new Toggl project

If you're using the time tracking app Toggl 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 Toggl.
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Capsule CRM + Toggl Integration

Create Toggl task for new Capsule CRM task

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Capsule CRM and Toggl are two great tools that can help you get organized and stay on track. When you create a task in Capsule CRM, this automation will automatically create a corresponding task in Toggl so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Capsule CRM and Toggl integration a try today and see how they can help streamline your workflow!
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Capsule CRM + Toggl Integration

Create Toggl project from new Capsule CRM organisation

If you're using Toggl 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 Toggl. This will help keep your time tracking organized and easy to access.
Capsule CRM + Toggl Integration

Create Toggl task for new Capsule CRM opportunity

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Toggl each time a opportunity is created in Capsule CRM. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Capsule CRM + Toggl Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Toggl
    Time entry started in Toggl
  • Toggl
    Time entry is created in Toggl Instant
  • Toggl
    Time entry is updated in Toggl Instant
  • Toggl
    Task is created in Toggl Instant
  • Toggl
    Project is created in Toggl Instant
  • Toggl
    Client is created in Toggl Instant
  • Toggl
    Tag is created in Toggl Instant
  • Toggl
    Workspace is created in Toggl
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Toggl
    Search project by name in Toggl
  • Toggl
    Stop time entry in Toggl
  • Toggl
    Create client in Toggl
  • Toggl
    Update client in Toggl
  • Toggl
    Create tag in Toggl
  • Toggl
    Create task in Toggl
  • Toggl
    Create project in Toggl
  • Toggl
    Create time entry in Toggl
  • Toggl
    Get project by ID in Toggl
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