How to Connect Capsule CRM With Make.com

Using make.com, you can connect Capsule CRM to your favorite apps and automate repetitive work so your team can focus on selling instead of manual data entry.

This step-by-step guide is based on the official Capsule CRM how-to tutorial and explains how to create your first automated workflow, called a scenario, in make.com.

What You Need Before You Start With Make.com

Before building your workflow, prepare a few essentials to ensure a smooth setup.

An active Capsule CRM account with access to the dashboard
A make.com account with permission to create scenarios
At least one Opportunity and one Organization in Capsule CRM for testing
Basic understanding of how Opportunities and Activities work in Capsule CRM

If you already meet these requirements, you are ready to automate Capsule CRM with make.com.

Overview of the Capsule CRM and Make.com Automation

The sample workflow you will build does the following:

List recent Opportunities from Capsule CRM.
Filter Opportunities by a specific milestone and tag.
Create Activities for matching Opportunities.

This is a simple, practical way to learn how Capsule CRM and make.com work together. Once you understand this pattern, you can extend it to more advanced automations.

Step 1: Create a New Scenario in Make.com

Scenarios are the core building blocks in make.com. Each scenario defines a series of modules that run in sequence or in parallel to automate a process.

Sign in to your make.com account.
Go to the Scenarios section from the main dashboard.
Click Create a new scenario.
On the empty canvas, click the large plus icon to add your first module.

A new window appears where you can choose the app and module that will start your scenario.

Step 2: Add the Capsule CRM Module in Make.com

Next, you will add Capsule CRM as the starting point of your automated workflow in make.com.

In the app search field, type Capsule CRM and select it.
From the list of available modules, choose List Opportunities (or the closest equivalent on your screen).
Click Add or Continue to open the module configuration panel.

If this is your first time using Capsule CRM with make.com, you will be prompted to create a connection between the two platforms.

Step 3: Connect Capsule CRM to Make.com

To allow data to flow securely between Capsule CRM and make.com, you must authorize the integration.

In the module panel, click Add next to the Connection field.
A pop-up window will open, redirecting you to the Capsule CRM sign-in page.
Log in with your Capsule CRM credentials if you are not already logged in.
Review the access permissions requested by make.com.
Click Allow or Authorize to complete the connection.

After authorization, you will return to make.com and see your new Capsule CRM connection available in the drop-down list.

Step 4: Configure the Capsule CRM Listing Module

The first module will retrieve Opportunities from Capsule CRM. Configure the settings so the module returns the correct data set.

Ensure the new Capsule CRM connection is selected in the Connection field.
Set the Owner or User if you want to limit Opportunities to a specific account owner, or leave it as default to include all.
Specify the Updated since or Created since date to process only recent Opportunities.
Set a reasonable Limit (for example, 10 or 20) for testing purposes.

When you run the scenario later, this module will return a bundle for each Opportunity that matches these conditions.

Step 5: Add Filters to Control the Flow in Make.com

Filters in make.com allow you to process only records that match specific conditions. In the example from the Capsule CRM guide, Opportunities are filtered by milestone and tag.

Click the small wrench or line icon between modules on the scenario canvas to add a filter.
Give the filter a descriptive name, such as Qualified Sales Opportunities.
Set the first condition, for example: Milestone Name equals Qualified.
Optional: Add another condition to check for a specific Tag, such as High Priority.
Choose whether conditions must all be met (AND) or if any one is enough (OR).

With filters in place, make.com will only pass the Opportunities that match your sales process criteria to the next step.

Step 6: Add an Activity Creation Module in Make.com

Now that you have filtered Opportunities, you can automatically create Activities in Capsule CRM using another module in make.com.

Click the plus icon to the right of the filter to add a new module.
Select Capsule CRM again as the app.
Choose the Create Activity module (or similar action).
Confirm that the same Capsule CRM connection is selected.
In the module fields, map the Opportunity ID from the previous step to link the Activity to the correct Opportunity.
Set fields such as Subject, Detail, Due Date, or Owner. You can use data from the Opportunity (like its name or value) via the data mapping panel.

Each time this module runs, a new Activity is created in Capsule CRM for every Opportunity that passes the filter.

Step 7: Test and Run Your Make.com Scenario

Once all modules are connected and filters are configured, you are ready to test your automation in make.com.

Click Run once at the bottom of the scenario editor.
Watch as each module executes. You will see the number of bundles processed under each module icon.
Open Capsule CRM in another browser tab and confirm that new Activities were created for the expected Opportunities.
If the results are not what you expect, adjust the filter conditions or module settings and run the scenario again.
When you are satisfied, switch the scenario from Off to On to activate it on your chosen schedule or trigger.

Your Capsule CRM automation is now live in make.com and will run according to the settings you chose.

Best Practices for Capsule CRM Automation With Make.com

To keep your workflows efficient and reliable, follow these recommended practices when building scenarios with make.com and Capsule CRM:

Start with small limits: Use low record limits while testing to avoid creating too many Activities at once.
Use clear naming: Nameyour scenarios and filters clearly so other team members understand their purpose.
Log key details: Add notes or comments in Activities that explain they were created by an automation.
Review regularly: Periodically review scenario runs and Capsule CRM records to ensure the process still matches your sales workflow.
Build modularly: Create separate scenarios for distinct processes, such as lead qualification, follow-up reminders, or post-sale handoffs.

Where to Learn More About Capsule CRM and Make.com

You can explore the original how-to tutorial for this automation on the official website: Capsule CRM integration guide on make.com. It provides additional screenshots and parameters you can use while configuring your scenario.

For broader automation strategy, workflow design, and technical consulting around integrations like make.com and CRM platforms, you can also visit ConsultevO for expert resources and services.

Next Steps With Make.com and Capsule CRM

After you complete the basic Opportunity and Activity automation, consider building more advanced scenarios in make.com, such as:

Syncing Capsule CRM contacts with your email marketing system
Creating tasks in project management tools when Opportunities reach a certain milestone
Sending internal notifications to sales or support channels when key tags are applied
Generating summaries or reports from Capsule CRM data on a schedule

Each new scenario you create in make.com helps reduce manual work and keeps your Capsule CRM data current and consistent across your tool stack.

By following the steps in this guide, you now have a working foundation for automating Capsule CRM with make.com, which you can extend and adapt to fit your specific sales and customer management processes.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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Getting Started With Make.com