Do everything in one place

Customize your Capsule CRM and Drift integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM
  • Any other trigger you can think up

Drift
  • New object Real-time
    New object in Drift
  • Updated/deleted object Real-time
    Updated/removed object in Drift
  • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations
    search organizations in Capsule CRM
  • Search people
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM
  • Any other action you can think up

  • Show all 8
Drift
  • Create record
    Create record in Drift
  • Custom action
    Custom action in Drift
  • Delete record
    Delete record in Drift
  • Get record
    Get object by ID in Drift
  • Search records
    Search records in Drift
  • Update record
    Update record in Drift
  • Any other action you can think up

Let us tailor your Capsule CRM and Drift integrations

Pre-built Capsule CRM and Drift Automations

See more

The wonders of Workato

Easily set up as many intelligent automations you need.
1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato