Capsule CRM + Flowlu Integration

Integrate Capsule CRM to Flowlu in one click, or tell Integrately AI how you want each lead handled. Manage contacts, create tasks, sync projects, and trigger follow-ups automatically.

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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
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
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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
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for Capsule CRM + Flowlu Integration

Capture new opportunities, create matching projects, organise tasks, update accounts, and track deliverables, all in just one click.

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

Create Flowlu contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - Flowlu integration, anytime a new Capsule CRM person is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Capsule CRM + Flowlu Integration

Create Flowlu task for new Capsule CRM person

Capsule CRM and Flowlu 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 Flowlu? 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 + Flowlu Integration

Create Flowlu 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. Flowlu is a great tool for this.

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

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

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + Flowlu flow

Sync your CRM and project workflows with messaging, email, and billing tools to keep every team aligned. Pick a combination and activate it in one click.

Capsule CRM
Flowlu
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
C
F
G
Create a Flowlu project when an opportunity is created in Capsule CRM, and send a notification email in Gmail.
New Capsule CRM opportunities instantly generate a Flowlu project and trigger a notification email in Gmail, removing manual handoffs.
C
F
G
When a person is created in Capsule CRM, add a contact in Flowlu and send a welcome email in Gmail.
Keep contacts synced between Capsule CRM and Flowlu while automatically emailing new clients via Gmail.
F
C
G
When a task is updated in Flowlu, update the task in Capsule CRM and send a status update email in Gmail.
Project progress in Flowlu automatically updates your Capsule CRM records and notifies stakeholders via Gmail.
F
C
G
When an invoice is created in Flowlu, search the organisation in Capsule CRM and email the billing summary via Gmail.
Send Flowlu invoice details to your Capsule CRM organisation contacts automatically via Gmail.

Supported triggers and actions for Capsule CRM and Flowlu

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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Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
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Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Search opportunity source in Flowlu
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
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What can you automate with Capsule CRM + Flowlu?

Streamline your customer relationship management and digital workplace workflows with automated triggers and actions.

What you can automate?
🔄
Sync opportunities to project workspaces
Create a Flowlu project automatically whenever a new opportunity is created in Capsule CRM, ensuring immediate project kickoff.
📋
Capture every submitted contact detail
Map all person and organisation fields from Capsule CRM directly into Flowlu contacts without manual copying.
🔔
Alert your team instantly on updates
Send notifications to project members when deal milestones change or new tasks are assigned across both platforms.
🔀
Route records based on deal values
Create different project tiers in Flowlu depending on the opportunity value or custom fields submitted in Capsule CRM.
🔄
Keep project and CRM statuses current
Update task statuses and project milestones bidirectionally between Flowlu and Capsule CRM in real time.
🔍
Prevent duplicate records with smart search
Search existing organisations and contacts before creating new entries to keep your databases clean and organized.
💳
Handle invoicing and payment milestones
Generate invoices in Flowlu and update opportunity stages in Capsule CRM whenever payments are processed.
🌐
Extend your workflow to messaging apps
Connect your Capsule CRM and Flowlu flow with Slack or Gmail to notify stakeholders the moment critical changes occur.
And much more...

Who is Capsule CRM + Flowlu integration for?

Connecting Capsule CRM and Flowlu helps sales, project management, and finance teams eliminate manual data entry and keep pipeline deliverables perfectly aligned.

Sales directors
Sales directors
Project managers
Project managers
Account executives
Account executives
Operations leads
Operations leads
Support specialists
Support specialists
Finance officers
Finance officers
📈
Sales directors
You're tracking pipeline stages in Capsule CRM but project teams rely on Flowlu for execution, so leadership reports are always lagging behind — this integration means every won deal populates project boards instantly and your revenue metrics stay current.
Project managers
You need to kick off new client work the moment a deal closes, but manual handoffs mean projects start days late — with this integration, every new Capsule CRM opportunity creates a Flowlu project workspace automatically.
🤝
Account executives
You manage ongoing client communications in Capsule CRM while deliverables are tracked in Flowlu, leading to scattered context — this integration means all project updates sync back to your CRM records seamlessly.
📊
Operations leads
Your high volume of daily client onboarding leads to missed tasks and inconsistent records across tools — automating both apps means every contact and task flows accurately without manual data entry.
🎯
Support specialists
You depend on sales teams to hand over client details before you can begin onboarding work in Flowlu — this integration means client profiles created in Capsule CRM appear as accounts in Flowlu instantly.
📑
Finance officers
You reconcile invoices and payments between systems, but manual record-keeping leaves costly gaps in your financial history — automating these platforms ensures every invoice and CRM account stays reconciled.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Capsule CRM + Flowlu

Build and manage your Capsule CRM + Flowlu 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 + Flowlu 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
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Capsule CRM to Flowlu?
Frequently Asked Questions
You can connect Capsule CRM to Flowlu in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your team. You can also connect Gmail, Mailchimp, Slack, QuickBooks Online, Calendly, and Stripe.
Can I automatically create a Flowlu project when a new opportunity is created in Capsule CRM?
Frequently Asked Questions
Can I connect Capsule CRM, Flowlu, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Flowlu?
Frequently Asked Questions
How does Capsule CRM handle contact and opportunity data during automation?
Frequently Asked Questions
How does Flowlu manage projects and tasks when integrated with Capsule CRM?
Frequently Asked Questions
Can I automate Capsule CRM and Flowlu without coding?
Frequently Asked Questions
Is the Capsule CRM and Flowlu integration free?
Frequently Asked Questions
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You Can Also Connect Capsule CRM or Flowlu With 1500+ Other Apps

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Sync Flowlu with accounting, project management, and reporting tools to keep your digital workplace running smoothly.
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