Capsule CRM + Heights Platform Integration

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Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Student is created in Heights Platform Instant
Course is completed in Heights Platform Instant
Student course is completed in Heights Platform Instant
Order is created in Heights Platform Instant
Student answer is created in Heights Platform Instant
Project post is created in Heights Platform Instant

Update person in Capsule CRM
Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create and enroll a student in Heights Platform
Grant role to student in Heights Platform
Unenroll a student in Heights Platform
Revoke bundle from student in Heights Platform
Revoke role from student in Heights Platform
Revoke course from student in Heights Platform

Trusted by experts at...

Create Capsule CRM person for new Heights Platform student

Heights Platform + Capsule CRM Integration

Activate

Create Heights Platform student for new Capsule CRM person

Capsule CRM + Heights Platform Integration

Activate

When Course is completed in Heights Platform > Check any condition > Create person in Capsule CRM > Grant role to student in Heights Platform

Heights Platform + Capsule CRM Integration

Activate

When Student course is completed in Heights Platform > Check any condition > Create person in Capsule CRM > Grant role to student in Heights Platform

Heights Platform + Capsule CRM Integration

Activate

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Supported triggers and actions for Capsule CRM and Heights Platform

Mix and match to build the exact automation you need

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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Heights Platform Triggers & Actions

Instant

Student is created in Heights Platform

Triggers the automation when a new student is created

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Instant

Course is completed in Heights Platform

Triggers the automation when a user completes the particular course

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Instant

Student course is completed in Heights Platform

Triggers the automation when a student completes a course

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Instant

Order is created in Heights Platform

Triggers the automation when a new order is created

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Instant

Student answer is created in Heights Platform

Triggers the automation when a student answer is created

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Instant

Project post is created in Heights Platform

Triggers the automation when a new project post is created

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And much more...

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Why choose Integrately to automate Capsule CRM + Heights Platform

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

1,500+ apps connected

Connect Capsule CRM + Heights Platform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.