Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Office 365 - Icon

Microsoft Office 365

Zendesk Sell

Google Drive - Icon

Google Drive

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Box - Icon

Microsoft One Drive - Icon

Microsoft OneDrive

Copper - Icon

Copper

Dropbox - Icon

Dropbox

Pipedrive - Icon

Pipedrive

Mindbody - Icon

Mindbody

Google Docs

SugarCRM - Icon

SugarCRM

Streak-icon-color

Streak

Freshsale

Freshsales

AgileCRM-icon-color

Agile CRM

Virtuous-icon-color

Virtuous CRM

DocRaptor-icon-color

DocRaptor

Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Capsule CRM - Icon

Capsule CRM

Customer Relationship Management (CRM)

Add member to group

Checks whether the given user is a member of the group. Membership can be direct or nested.

Check group membership

Create data transfer

Create group

Create organisational unit

Create role

Create role assignment

Create schema

Create shared contact

Create user

Delete group

Delete group membership

Delete organisational unit

Delete role

Delete shared contact

Delete user

Get application

Get custom schema

Get data transfer

Get group

Get group member

Get organisational unit

Get role

Get schema

Get shared contact

Get user

Lists the applications available for data transfer for a customer.

List applications

List custom schemas

Lists the transfers for a customer by source user, destination user, or status.

List data transfers

Retrieves a paginated list of all members in a group.

List group members

Retrieve all groups of a domain or of a user given a userKey (paginated).

List groups

Retrieves a list of all organizational units for an account.

List organisational units

List organisational units DDL

Retrieves a paginated list of all the roles in a domain.

List roles

List roles DDL

List shared contacts

Retrieves a paginated list of either deleted users or all users in a domain.

Updates a group. Fields that are not present in the request will be preserved, and fields set to null will be cleared.

Update group

Updates the membership properties of a user in the specified group. Fields that are not present in the request will be preserved, and fields set to null will be cleared.

Update group membership

Updates an organizational unit. Fields that are not present in the request will be preserved, and fields set to null will be cleared.

Update organisational unit

Update shared contact

Updates a user. Fields that are not present in the request will be preserved, and fields set to null will be cleared.

Update user

Updates a schema. Fields that are not present in the request will be preserved, and fields set to null will be cleared.

Update schema

marketing tools by tray.io

How Automation is Changing the Face of Business

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

GSuite-icon-color

G Suite

Content Collaboration Software

See all our connectors (Tertiary)

Similar connectors to Capsule CRM and G Suite

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

Capsule CRM and G Suite integrations couldn’t be easier with the Tray platform’s robust Capsule CRM and G Suite connector, which connects any services without the need for separate integration tools.

Capsule CRM and G Suite integrations couldn’t be easier with the Tray platform’s robust Capsule CRM and G Suite connectors, which can connect to any service without the need for separate integration tools.

Integrate Capsule CRM and G Suite with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Capsule CRM and G Suite and any other API, database, webhook, and more.

Capsule CRM and G Suite integration + automation

Capsule CRM and G Suite Connector Details

Popular Capsule CRM and G Suite integrations

Capsule CRM and G Suite templates