Capsule CRM + Reply Integration

Integrate Capsule CRM to Reply in one click, or tell Integrately AI how you want each lead handled. Sync contacts, push leads to campaigns, update your CRM, 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
  • Reply
    Contact is created in Reply
  • Reply
    Prospect replies to an email in Reply Instant
  • Reply
    Email is sent in Reply Instant
  • Reply
    Person opens email in Reply Instant
  • Reply
    Reply is marked with new inbox category in Reply Instant
  • Reply
    Prospect finished the sequence in Reply Instant
  • Reply
    Person opts out in Reply 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
  • Reply
    Create a person and push to campaign in Reply
  • Reply
    Create or Update Contact in Reply
  • Reply
    Search contact by email in Reply
  • Reply
    Search contact status in campaign in Reply
  • Reply
    Remove a contact from campaign in Reply
  • Reply
    Mark as finished in Reply
  • Reply
    Mark as replied in Reply

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Ready Workflows Ready Workflows for Capsule CRM + Reply Integration

Add contacts, push leads to campaigns, update your CRM, and trigger follow-ups, all in just one click.

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

Create Capsule CRM person for new Reply contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Capsule CRM person and Reply contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Reply + Capsule CRM Integration

Create Capsule CRM opportunity for new Reply contact

This automation makes it easy to create new opportunitys in Capsule CRM when a new contact is created in Reply. Just connect your accounts, and every time a new contact is created in Reply, a new opportunity will automatically be created in Capsule CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Reply + Capsule CRM Integration

Create Capsule CRM task for new Reply contact

Capsule CRM and Reply are two powerful cloud-based tools that can be used to improve business productivity. Using this Capsule CRM - Reply integration, you can automatically create task in Capsule CRM whenever a new contact is created in Reply.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Capsule CRM + Reply Integration

Create Reply contact for new Capsule CRM person

If you're using Capsule CRM to manage your sales leads, it's important to also use Reply to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in Capsule CRM, a corresponding contact will automatically be created in Reply.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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 + Reply flow

Log data in spreadsheets, schedule meetings, sync customer profiles, alert your team, send emails, and track payments once your core outreach runs. Pick a combination and activate it in one click.

Capsule CRM
Reply
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
C
G
R
Add every new Capsule CRM person to your Google Sheets tracker, and create a contact in Reply
New Capsule CRM persons appear in Google Sheets instantly while Reply creates the contact, eliminating manual data entry across your outreach stack.
C
G
R
When a Capsule CRM opportunity is updated, update the matching Google Sheets row and update the contact status in Reply
Opportunity updates in Capsule CRM automatically refresh your Google Sheets tracker and sync status changes in Reply.
C
C
G
R
Use ChatGPT to analyse every new Capsule CRM person, log the summary in Google Sheets, and create a contact in Reply
ChatGPT analyses new Capsule CRM persons, saves the structured summary in Google Sheets, and creates the outreach contact in Reply.
C
G
R
S
Turn every new Capsule CRM person into a Google Sheets row, create a contact in Reply, and notify your team on Slack
New Capsule CRM persons populate Google Sheets and Reply while Slack notifies your team instantly.

Supported triggers and actions for Capsule CRM and Reply

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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Reply
Reply Triggers & Actions
Contact is created in Reply
Triggers the automation when a new contact is created
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Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
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Instant
Email is sent in Reply
Triggers the automation when an email is sent
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Instant
Person opens email in Reply
Triggers the automation when a person opens an email
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Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
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Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
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Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
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Create a person and push to campaign in Reply
Creates a new person and adds them to a campaign
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Create or Update Contact in Reply
Adds or update contact information
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Search contact by email in Reply
Finds and retrieves contact information using their email address
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Search contact status in campaign in Reply
Searches for a contact's status in a campaign
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Remove a contact from campaign in Reply
Removes a contact from a campaign
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Mark as finished in Reply
Mark a task or item as completed
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Mark as replied in Reply
Mark incoming messages as replied to save time and keep track of conversations
Try it →

What can you automate with Capsule CRM + Reply?

Streamline your sales outreach by connecting contact creation, pipeline updates, and campaign management into one automated workflow.

What you can automate?
🔄
Sync new person records into active outreach campaigns
Automatically create a contact in Reply the moment a new person is created in Capsule CRM. Eliminate double data entry and ensure outbound outreach starts without delay.
📋
Capture every submitted field from your CRM
Map all available person attributes and custom fields from Capsule CRM directly into Reply sequences. Ensure your outreach messages have rich context from day one.
🔔
Notify your sales team of campaign replies
Alert the right representative immediately when a prospect replies to an email in Reply. Keep your team responsive and ready to close warm leads.
🔀
Route contacts based on CRM tags and properties
Send prospects to specific email campaigns in Reply depending on tags or opportunity stages in Capsule CRM. Deliver tailored messaging for every segment.
Keep pipeline stages updated across both platforms
Automatically update contact statuses or remove prospects from campaigns in Reply when opportunities or tasks change in Capsule CRM.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Reply before creating a new record, ensuring clean data management across your entire sales stack.
📬
Manage opt-outs and completed sequences seamlessly
Automatically remove contacts from campaigns when a person opts out or finishes a sequence in Reply, keeping your compliance records accurate.
💬
Extend your workflow with team communication tools
Connect Capsule CRM and Reply with Slack to post instant updates whenever prospects reply to emails or complete outreach sequences.
And much more...

Who is Capsule CRM + Reply integration for?

Sales teams, revenue leaders, and outreach specialists eliminate manual data entry and keep pipeline activities perfectly synchronised across platforms.

Sales operations managers
Sales operations managers
Outreach specialists
Outreach specialists
Account executives
Account executives
Growth marketing teams
Growth marketing teams
Sales development reps
Sales development reps
Revenue operations leads
Revenue operations leads
📈
Sales operations managers
You're tracking person records in Capsule CRM but your outreach metrics only update when someone manually exports data, so the row counts you're optimising against are always outdated — with this integration, every new interaction lands instantly and your campaign data stays current.
Outreach specialists
You need to act fast on new inquiries arriving in Capsule CRM, but delays in setting up sequences mean prospects go cold before email outreach begins — automating both apps means every contact is enrolled in campaigns immediately and response times drop.
🤝
Account executives
You answer to sales directors who want to see daily progress on prospect tasks, but manual status updates leave gaps in your pipeline reporting — connecting these apps means every opportunity change syncs automatically and stakeholder reviews show real-time progress.
📊
Growth marketing teams
The volume of new leads entering Capsule CRM is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — with this integration, every submission routes straight into active Reply campaigns without manual sorting.
🎯
Sales development reps
You own the next step in outreach and depend on someone upstream to hand over qualified person records, but handoff bottlenecks stall your daily workflow — this integration means every CRM update triggers your sequence instantly so prospecting never stalls.
🗂️
Revenue operations leads
You need a reliable history of pipeline activity and keep finding gaps where tasks or opportunities were missed during manual entry — automating both apps means every touchpoint is logged accurately and your audit history remains complete.
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 + Reply

Build and manage your Capsule CRM + Reply 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 + Reply 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Reply?
Frequently Asked Questions
You can connect Capsule CRM to Reply in 1 click using ready-made templates or ask Integrately AI to build your custom workflow. It integrates seamlessly with Google Sheets, Slack, HubSpot, and 1,500+ other apps.
Can I automatically sync new Capsule CRM contacts to Reply campaigns?
Frequently Asked Questions
Can I connect Capsule CRM, Reply, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Reply?
Frequently Asked Questions
How does Capsule CRM handle person and opportunity data during automation?
Frequently Asked Questions
How does Reply handle campaign statuses when contacts reply?
Frequently Asked Questions
Do I need coding skills to automate Capsule CRM and Reply?
Frequently Asked Questions
Is the Capsule CRM and Reply integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Reply With 1500+ Other Apps

Capsule CRM
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Reply
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Sync Reply with email marketing, customer support, and outreach tools to scale your sales prospecting and campaign management.
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