Capsule CRM + Zoho Workdrive Integration

Connect Capsule CRM to Zoho Workdrive - 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. Zoho Workdrive automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Zoho Workdrive using Integrately.

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Ready Workflows For Capsule CRM + Zoho Workdrive Integration

Just click on the workflow you want to automate

Create Zoho Workdrive folder for new Capsule CRM person

Capsule CRM + Zoho Workdrive Integration

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Create Zoho Workdrive folder for new Capsule CRM opportunity

Capsule CRM + Zoho Workdrive Integration

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Create Zoho Workdrive file for new Capsule CRM opportunity

Capsule CRM + Zoho Workdrive Integration

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Create Your Own Capsule CRM & Zoho Workdrive Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Capsule CRM + Zoho Workdrive Integration

Person is created in Capsule CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation whenever a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation whenever a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation whenever any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation whenever a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation whenever any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation whenever a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation whenever any organization's profile is modified
Instant
File is created in folder in Zoho Workdrive
Triggers the automation whenever a particular action in the workflow fails
Folder is created in Zoho Workdrive
Automatically locates folders based on their names

Create person in Capsule CRM
Automatically generates a new person
Search person in Capsule CRM
Automatically retrieves information about a person
Create opportunity in Capsule CRM
Automatically creates a new instance of the support system
Search opportunity in Capsule CRM
Automatically searches for a opportunity
Create task in Capsule CRM
Automatically creates a new task
Add note to entity in Capsule CRM
Automatically adds a note to a entity
Create organisation in Capsule CRM
Automatically generates a new invoice
Search organisation in Capsule CRM
Automatically finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Automatically searches for a person or organisation
Add tag to entity in Capsule CRM
Automatically assigns a tag to a designated entity
Create case in Capsule CRM
Automatically generates a new case entry
Search case in Capsule CRM
Automatically searches for a case record
Search milestone in Capsule CRM
Automatically searches for a milestone
Upload file in Zoho Workdrive
Upload text file in Zoho Workdrive
Automatically uploads a text file to a location
Search folder by name in Zoho Workdrive
Automatically uploads a file to the particular location
Create folder in Zoho Workdrive
Automatically creates a new folder
Create team folder in Zoho Workdrive
Automatically creates a new team folder

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Integrate Capsule CRM & Zoho Workdrive In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Zoho Workdrive With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Zoho WorkDrive is an online file management tool that facilitates file storage and team collaboration. It provides a secure, shared workspace to store, organize, and manage your team's files effectively.

See Zoho Workdrive Integrations