Capsule CRM + Wrike Integration

Integrate Capsule CRM to Wrike in one click, or tell Integrately AI how you want each opportunity handled. Create tasks, log activities, update project boards, and track deliverables automatically.

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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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Capsule CRM + Wrike Integration

Capture leads, create project tasks, keep project boards updated, alert your team, and send follow-ups, all in just one click.

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

Create Wrike 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. Wrike is a great tool for this.

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

Create Wrike 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 Wrike 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 Wrike, creating task in Wrike is now easier than ever. Whenever a opportunity is created in Capsule CRM, you can automatically create a corresponding task in Wrike to keep your team up-to-date.
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Wrike + Capsule CRM Integration

Create Capsule CRM task for new Wrike task

Have you ever wished that you could sync your Wrike task with your Capsule CRM task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Wrike, a matching task will be created in Capsule CRM. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Wrike and Capsule CRM accounts.
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Capsule CRM + Wrike Integration

Create Wrike task for new Capsule CRM person

Capsule CRM and Wrike 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 Wrike? 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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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 + Wrike flow

Connect supporting tools to notify teams, log documents, and manage billing after your core workflows finish. Pick a combination and activate it in one click.

Capsule CRM
Wrike
+
SlackSlack (5)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
C
W
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Add every new Capsule CRM person to Wrike as a task, and notify your sales channel in Slack
New Capsule CRM contacts appear in Wrike as tasks immediately and your sales channel hears about it in Slack, so nobody misses a handoff.
C
W
S
Create a Wrike task when a Capsule CRM opportunity is created, and alert your management channel in Slack
Every new Capsule CRM opportunity triggers a Wrike project task and alerts management in Slack instantly.
W
C
S
When a Wrike task status is changed, update the matching Capsule CRM task and notify your team in Slack
Task progress in Wrike updates Capsule CRM automatically while keeping your team informed in Slack.
C
W
S
If a Capsule CRM task is created, create a Wrike folder and notify your operations channel in Slack
New Capsule CRM tasks set up dedicated Wrike folders and notify your operations channel instantly.
C
W
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Use Claude to summarise every new Capsule CRM case, create a Wrike task, and post the brief in Slack
Claude summarises customer cases from Capsule CRM, creates a Wrike task, and briefs your support team in Slack.

Supported triggers and actions for Capsule CRM and Wrike

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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Capsule CRM + Wrike?

Streamline your sales and project management workflows by connecting Capsule CRM triggers to Wrike actions automatically.

What you can automate?
Trigger Wrike tasks from Capsule CRM opportunities
Automatically create a new task or project in Wrike the moment an opportunity or contact is created in Capsule CRM. Eliminate manual handoffs between sales and delivery teams entirely.
📋
Capture every submitted contact field
Map all custom fields, contact numbers, and notes from Capsule CRM into Wrike tasks instead of just basic names. Ensure your project managers have full context from the start.
🔔
Notify your team as soon as work begins
Alert your delivery or sales channels instantly whenever a new contact or task is logged. Keep all stakeholders informed without switching between applications.
🔀
Route tasks conditionally based on deal size
Send high-value opportunities to priority Wrike folders while routing standard deals to general queues. Tailor your operational response to each specific deal type.
🔄
Keep project and CRM statuses synchronized
Update Capsule CRM records automatically whenever project milestones or task statuses change in Wrike. Maintain perfect alignment across your entire software stack.
🔍
Search and update instead of creating duplicates
Check whether a record already exists in Capsule CRM before creating a new entry in Wrike. Keep your databases clean and organized automatically.
📈
Handle later project status changes
Trigger automated updates in Capsule CRM when project milestones are marked complete or tasks are closed in Wrike. Close the loop on every piece of work.
💬
Extend your workflow with Slack alerts
Combine Capsule CRM and Wrike with Slack to announce new project milestones and keep your entire team updated in real time.
And much more...

Who is Capsule CRM + Wrike integration for?

Connect Capsule CRM and Wrike to eliminate manual data entry, streamline handoffs between sales and project teams, and keep deliverables on schedule.

Sales managers
Sales managers
Project directors
Project directors
Account executives
Account executives
Operations specialists
Operations specialists
Customer success leads
Customer success leads
Revenue operations analysts
Revenue operations analysts
📈
Sales managers
You're tracking pipeline stages in Capsule CRM but project execution happens elsewhere, so your team wastes hours manually creating tasks in Wrike — integrating these apps means every new opportunity instantly generates the right project deliverables and keeps your revenue data accurate.
Project directors
You need to act fast when new client accounts are won, but handoffs between sales and delivery get delayed by manual communication, leaving your team scrambling — connecting these apps means project workspaces open automatically the moment a deal closes.
🤝
Account executives
You answer to clients who expect immediate follow-through after signing, but tracking deliverables across disconnected tools leads to missed updates — with this integration, every client interaction in Capsule CRM flows seamlessly into Wrike task boards.
📊
Operations specialists
The volume of incoming contacts and tasks is too high for anyone to keep up by hand, resulting in constant backlog and dropped tasks — automating both apps means every record and task syncs in real time without human intervention.
🔄
Customer success leads
You depend on sales teams to hand over complete customer context, but critical details get lost in translation between platforms — this integration means every support case and contact history travels securely from Capsule CRM to Wrike.
🗂️
Revenue operations analysts
You need a reliable audit trail of sales and project milestones, but manual entry creates frequent gaps in your reporting data — automating both apps means your records stay complete, consistent, and audit-ready.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Capsule CRM + Wrike

Build and manage your Capsule CRM + Wrike 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 + Wrike 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 Wrike?
Frequently Asked Questions
You can connect Capsule CRM to Wrike in one click using ready-made workflows or by asking Integrately AI to build your automation. It takes seconds to link your accounts along with Slack, Gmail, Google Drive, Stripe, Calendly, and Zoom.
Can I automatically create Wrike tasks when a new opportunity is created in Capsule CRM?
Frequently Asked Questions
Can I connect Capsule CRM, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Wrike?
Frequently Asked Questions
How are tasks updated in Wrike when Capsule CRM data changes?
Frequently Asked Questions
Can I sync Capsule CRM contacts and pipeline stages with Wrike projects?
Frequently Asked Questions
Do I need coding skills to set up Capsule CRM and Wrike integrations?
Frequently Asked Questions
Is the Capsule CRM and Wrike 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.

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

Capsule CRM
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Wrike
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Sync Wrike with project management, document storage, and team communication tools to keep project workflows running.
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