Can Capsule CRM and Salesforce talk in both directions?

Yes. Build one flow that starts in Capsule CRM and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Capsule CRM to Salesforce

Move data between Capsule CRM and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Capsule CRM Explore Salesforce

Capsule CRM triggers: 4
Capsule CRM actions: 10
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with Capsule CRM and Salesforce

A few flows teams run between Capsule CRM and Salesforce. Use one as a starting point, or build your own from scratch.

New Case in Capsule CRM creates Add Contact to Campaign in Salesforce
Fires when a new case (project) is created in Capsule CRM.
New Case Attachment in Salesforce creates Create Contact in Capsule CRM
Fires when a new Attachment or File is added to any Case record.
New Case in Capsule CRM creates Add File to Record in Salesforce
Fires when a new case (project) is created in Capsule CRM.
New Case Attachment in Salesforce creates Update Contact in Capsule CRM
Fires when a new Attachment or File is added to any Case record.
New Case in Capsule CRM creates Add Lead to Campaign in Salesforce
Fires when a new case (project) is created in Capsule CRM.
New Case Attachment in Salesforce creates Create Opportunity in Capsule CRM
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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