Capsule CRM + Chatwork Integration

Integrate Capsule CRM to Chatwork in one click, or tell Integrately AI how you want each contact handled. Track interactions, notify your team in Chatwork, update your pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
Arrow Right
2.
  • Capsule CRM
    Update person in Capsule CRM
  • 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
  • Chatwork
    Send Message in Chatwork
  • Chatwork
    Create Task in Chatwork
  • Chatwork
    Create Room in Chatwork

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Ready Workflows Ready Workflows for Capsule CRM + Chatwork Integration

Send messages for new contacts, notify your team about tasks, alert users on updates, and streamline team communication, all in just one click.

Most popular automationsmost-popular-automations
Capsule CRM + Chatwork Integration

Create Chatwork task for new Capsule CRM person

Capsule CRM and Chatwork 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 Chatwork? 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 + Chatwork Integration

Create Chatwork 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. Chatwork is a great tool for this.

All you need to do is - integrate Chatwork with Capsule CRM to create task in Chatwork 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 + Chatwork Integration

Create Chatwork 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 Chatwork 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 Chatwork, creating task in Chatwork is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Chatwork to keep your team up-to-date.
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Got a different task in mind? Describe it

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Connect more apps to your Capsule CRM + Chatwork flow

Sync your CRM interactions with email campaigns, schedules, and support tools to keep your entire team aligned. Pick a combination and activate it in one click.

Capsule CRM
Chatwork
+
GmailGmail (5)
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Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
AsanaAsana (4)
C
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Send a Gmail welcome email when a person is created in Capsule CRM, and notify your team in Chatwork
New Capsule CRM contacts receive a welcoming email in Gmail instantly while Chatwork alerts your team, removing manual outreach steps.
C
G
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When a task is created in Capsule CRM, draft a follow-up email in Gmail and notify your team in Chatwork
Capsule CRM tasks automatically generate draft emails in Gmail and notify your team in Chatwork so nothing falls through the cracks.
G
C
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When a Gmail email is received from a contact, create a task in Capsule CRM and notify your team in Chatwork
Incoming client emails in Gmail automatically create tasks in Capsule CRM and alert your team in Chatwork.
G
C
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Use ChatGPT to summarise incoming Gmail inquiries, log the notes in Capsule CRM, and alert your team in Chatwork
ChatGPT extracts key points from Gmail inquiries, saves them as notes in Capsule CRM, and notifies your team in Chatwork.
C
G
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When a Capsule CRM opportunity is updated, send a confirmation email via Gmail and create a task in Chatwork
Updated Capsule CRM opportunities trigger confirmation emails in Gmail and assigned tasks in Chatwork.

Supported triggers and actions for Capsule CRM and Chatwork

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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Chatwork
Chatwork Triggers & Actions
No trigger is available
Send Message in Chatwork
Delivers a message to a designated recipient
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Create Task in Chatwork
Creates a new task
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Create Room in Chatwork
Generates a new virtual meeting space
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What can you automate with Capsule CRM + Chatwork?

Streamline customer relationship management and team communication by connecting every contact, task, and opportunity to your chat workspace.

What you can automate?
💬
Instant Chatwork notifications for new Capsule CRM contacts
Send an immediate message to your team room whenever a new person is created in Capsule CRM. Keep sales reps informed without requiring them to refresh the CRM constantly.
📋
Capture every submitted field and note in team updates
Map all available contact details, notes, and task properties into your Chatwork messages instead of only basic names. Ensure your team has full context immediately.
🚨
Notify the right person the moment events happen
Route task assignments and opportunity updates directly to specific Chatwork rooms or channels so staff can take action without delay.
🔀
Route records based on submitted field values
Send high-value opportunities to executive chat channels while routing standard support cases to general operational queues automatically.
🔄
Keep destination records updated as pipeline stages shift
Update tasks, notes, and organisation records across your connected apps whenever a Capsule CRM case or opportunity changes status.
🔍
Search and update instead of creating duplicate records
Search existing Capsule CRM contacts and organisations before creating new entries to keep your database clean and free of duplicates.
📅
Handle later status changes and task completions
Trigger automated follow-up messages and task updates in Chatwork when Capsule CRM tasks or cases are marked complete.
🔗
Extend your workflow to Gmail or Google Drive
Combine Capsule CRM and Chatwork with Gmail or Google Drive to draft emails, generate folders, and maintain a complete multi-step automation pipeline.
And much more...

Who is Capsule CRM + Chatwork integration for?

Sales and project teams rely on Capsule CRM and Chatwork to keep communication instant and pipeline updates transparent across every customer interaction.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Leads
Operations Leads
Project Managers
Project Managers
Operations Managers
Operations Managers
📈
Sales Directors
You rely on Capsule CRM pipeline reports to forecast monthly revenue, but your team's deal stages only update when someone manually types notes into the system, so your conversion metrics are always lagging behind — automating both apps means every contact and opportunity updates instantly and your reporting stays accurate.
Account Executives
You need to act fast when prospects complete scheduling or form submissions, but you find out about new leads hours later because notifications sit unread in crowded inboxes — with this integration, every new contact triggers an instant Chatwork alert so you can reach out while interest is highest.
🤝
Client Success Managers
You answer to key accounts that expect regular milestone updates on their active cases and tasks, but tracking down progress across different tools takes hours every week — connecting these apps means every case update and task milestone is pushed directly to your team chat for complete transparency.
📊
Operations Leads
The volume of incoming customer records and support cases is too high for anyone to keep up by hand, leading to missed tasks and forgotten follow-ups — automating both apps means every interaction is logged and routed automatically without manual data entry.
🎯
Project Managers
You own project delivery tasks and depend on sales teams to hand over closed deals and contact details before you can begin onboarding — this integration means every won opportunity in Capsule CRM triggers downstream task creation and team notification instantly.
🗂️
Operations Managers
You need a reliable audit history of every customer interaction and task update, but you keep finding gaps caused by manual copy-pasting errors — connecting these apps means every record and note is captured accurately and permanently without missing a step.
Our team

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Why choose Integrately to automate Capsule CRM + Chatwork

Build and manage your Capsule CRM + Chatwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Chatwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Chatwork?
Frequently Asked Questions
You can connect Capsule CRM to Chatwork in 1 click using ready templates on Integrately. It links your CRM data directly with team messaging, supported by Integrately AI and apps like Gmail and Google Drive.
Can I automatically send Chatwork messages when a Capsule CRM contact is created?
Frequently Asked Questions
Can I connect Capsule CRM, Chatwork, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Chatwork?
Frequently Asked Questions
How does the Capsule CRM and Chatwork integration handle new contacts?
Frequently Asked Questions
Can I notify team members in Chatwork when a task is updated in Capsule CRM?
Frequently Asked Questions
Do I need coding skills to automate Capsule CRM and Chatwork?
Frequently Asked Questions
Is the Capsule CRM and Chatwork integration free?
Frequently Asked Questions
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You Can Also Connect Capsule CRM or Chatwork With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
Connect Capsule CRM to CRMs, email tools, and invoicing software to track customer interactions and manage pipelines effectively.
Chatwork
Popular Chatwork Integrations
Sync Chatwork with project management, support, and notification tools to keep team communication centralised and responsive.
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Chatwork Integrations arrow right
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