Capsule CRM + Microsoft Dynamics 365 Business Central Integration

Connect Capsule CRM to Microsoft Dynamics 365 Business Central in 1 click

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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
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
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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
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central

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Ready Workflows Ready Workflows   for Capsule CRM + Microsoft Dynamics 365 Business Central Integration

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Most popular automationsmost-popular-automations
Capsule CRM + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new Capsule CRM person

When a new person is created in your Capsule CRM, you can automatically create a record for them in your Microsoft Dynamics 365 Business Central. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Microsoft Dynamics 365 Business Central + Capsule CRM Integration

Create Capsule CRM person for new Microsoft Dynamics 365 Business Central record

Automatically creating Capsule CRM person records for new Microsoft Dynamics 365 Business Central record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify-legacy logo
Capsule CRM logo
Create Capsule CRM person from new Shopify-legacy customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify-legacy logo
Capsule CRM logo
Create Capsule CRM person from new Shopify-legacy customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Microsoft Dynamics 365 Business Central Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Dynamics 365 Business Central logo
Certifier logo
Create Certifier credential from new Microsoft Dynamics 365 Business Central record
02
Emelia logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new message received in Emelia
03
Microsoft Dynamics 365 Business Central logo
Emelia logo
Create Emelia contact for new Microsoft Dynamics 365 Business Central record
04
Microsoft Dynamics 365 Business Central logo
BHuman logo
Upload BHuman video for new Microsoft Dynamics 365 Business Central record
05
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new Boomerangme customer
cloud
Microsoft Dynamics 365 Business Central
app integration
06
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new Boomerangme customer
07
Microsoft Dynamics 365 Business Central logo
Boomerangme logo
Create Boomerangme customer for new Microsoft Dynamics 365 Business Central record
08
Microsoft Dynamics 365 Business Central logo
Wauld logo
Create Wauld credential from new Microsoft Dynamics 365 Business Central record
09
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new BirdSend contact
10
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new BirdSend contact
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How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
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You Can Also Connect Capsule CRM or Microsoft Dynamics 365 Business Central With 1500+ Other Apps

Capsule CRM
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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.
Microsoft Dynamics 365 Business Central
Popular Microsoft Dynamics 365 Business Central Integrations
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that streamlines operations, finances, sales, and customer service. Empower your business with intelligent tools for growth and efficiency.