STEP 1
Connect Capsule CRM and Salesmate
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capsule CRM and Salesmate Integration
Keep Capsule CRM and Salesmate in sync by integrating their events and actions. When crm events happen in Capsule CRM, update the Salesmate automatically - without any line of code in visual workflow builder.
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Learn about Capsule CRM and Salesmate
Detailed info you need to know about Capsule CRM and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
How to connect Capsule CRM to Salesmate
Set up your Capsule CRM and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Salesmate nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Capsule CRM and Salesmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Salesmate work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Salesmate that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Capsule CRM triggersSalesmate actions
Capsule CRM modules
- Add Additional Party (Opportunity)Adds an additional party to an opportunity.
- Add Additional Party (Project)Adds an additional party to a project.
- Create Custom FieldCreates a custom field.
- Create EntryCreates an entry.
- Create GoalCreates a goal.
- Create MilestoneCreates a milestone.
- Create OpportunityCreates an opportunity.
- Create PartyCreates a party.
- Create ProjectCreates a project.
- Create Tag DefinitionCreates a tag definition.
- Create TaskCreates a task.
- Create TrackCreates a track.
- Delete Custom FieldDeletes a custom field.
- Delete EntryDeletes an entry.
- Delete GoalDeletes a goal.
- Delete MilestoneDeletes a milestone.
- Delete OpportunityDeletes an opportunity.
- Delete PartyDeletes a party.
- Delete ProjectDeletes a project.
- Delete Tag DefinitionDeletes a tag definition.
- Delete TaskDeletes a task.
- Delete TrackDeletes a track.
- Get AttachmentReturns an attachment.
- Get Current UserReturns the current Capsule user.
- Get Custom FieldReturns a custom field.
- Get EntryReturns an entry.
- Get GoalReturns a goal.
- Get MilestoneReturns a milestone.
- Get Multiple OpportunitiesReturns multiple opportunities.
- Get Multiple PartiesReturns multiple parties.
- Get Multiple ProjectsReturns multiple projects.
- Get OpportunityReturns an opportunity.
- Get PartyReturns a party.
- Get ProjectReturns a project.
- Get Site AddressReturns the site address.
- Get Tag DefinitionReturns a tag definition.
- Get TaskReturns a task.
- Get TeamReturns a team.
- Get TrackReturns a track.
- Get UserReturns a user.
- List Additional Parties (Opportunity)Lists additional parties on an opportunity.
- List Additional Parties (Project)Lists additional parties on a project.
- List Associated ProjectsLists projects associated with an opportunity.
- List Custom FieldsLists custom fields.
- List Deleted OpportunitiesLists deleted opportunities.
- List Deleted PartiesLists deleted parties.
- List Deleted ProjectsLists deleted projects.
- List EmployeesLists employees of a party.
- List Entries by DateLists entries by date.
- List Entries by EntityLists entries for an entity.
Salesmate modules
- Add ActivityCreates activity.
- Add CompanyCreates company.
- Add ContactCreates contact.
- Add DealCreates deal.
- Add Lookup Field ValueCreates lookup field value.
- Add NoteCreates note.
- Add ProductCreates product.
- Add Product VariantCreates product variant.
- Create Custom Module RecordCreates custom module record.
- Delete ActivityDeletes activity.
- Delete CompanyDeletes company.
- Delete ContactDeletes contact.
- Delete Custom Module RecordDeletes custom module record.
- Delete DealDeletes deal.
- Delete NoteDeletes note.
- Delete ProductDeletes product.
- Delete Products BulkDeletes products bulk.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Make an API CallPerforms an arbitrary authorized API call.
- Pin NotePins note.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Unpin NoteUnpins note.
- Update ActivityUpdates activity.
- Update CompanyUpdates company.
- Update ContactUpdates contact.
- Update Custom Module RecordUpdates custom module record.
- Update DealUpdates deal.
- Update Multiple Lookup FieldsUpdates multiple lookup fields.
- Update NoteUpdates note.
- Update ProductUpdates product.
- Update Single Lookup FieldUpdates single lookup field.
- Watch New ContactsTriggers when new contacts occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Salesmate integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capsule CRM and Salesmate.
Connect your Capsule CRM and Salesmate accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Capsule CRM's "Watch Entries" fires, WEXTL can "Add Activity" in Salesmate. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Salesmate has 46 actions (including Add Activity, Add Company, and Add Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Capsule CRM-to-Salesmate automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Capsule CRM (or Salesmate) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Capsule CRM + Salesmate automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Capsule CRM and Salesmate integration.
- Capsule CRM and Salesmate integration source code, module specs and credentials implementation.
- Our Capsule CRM and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Salesmate — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Capsule CRM integration information
- Salesmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library