How do I connect Capsule CRM?

Sign up for Conductor Deck, then add a Capsule CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Capsule CRM + Stream Deck

crm · contact-management · 0 triggers · 109 actions

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently. Add Capsule CRM to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Capsule CRM workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Capsule CRM

Add Capsule CRM to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Capsule CRM.

Add Party to Opportunity

Tool to add a party (person or organisation) to an opportunity in Capsule CRM. Use when you need to associate an additional party with an existing opportunity.

Create Capsule CRM Category

Tool to create a new task category in Capsule CRM. Use when you need to add a new category for organizing tasks with a specific name and color.

Create Capsule CRM Milestone

Tool to create a new milestone in Capsule CRM. Use when you need to add a new stage to a sales pipeline with defined probability and staleness criteria.

Create Capsule CRM Party

Tool to create a Party in Capsule CRM. Use when you have collected a person's or organisation's details and need to add a new record.

Create Capsule CRM Title

Tool to create a new custom person title in Capsule CRM. Use when you need to add a new title option (e.g., 'Madam', 'Sir', 'Dr') for person records.

Create Custom Field Definition

Tool to create a new custom field definition for parties, opportunities, or projects in Capsule CRM. Use when you need to extend standard entity fields with custom attributes.

Create Entry

Tool to create a new note entry in Capsule CRM. Note: Only note type entries can be created via API. Emails and tasks can be viewed but not created through this endpoint. Use when you need to add a new note record linked to a party, opportunity, or project.

Create Opportunity

Tool to create a new opportunity in Capsule CRM. Use when you need to track a potential sale with a party in the sales pipeline.

About Capsule CRM

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

crmcontact-management

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Capsule CRM

Follow the setup prompts for Capsule CRM. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Capsule CRM action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Capsule CRM?: Sign up for Conductor Deck, then add a Capsule CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Capsule CRM with your Stream Deck

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