1. Connectors
2. Capsule Tasks

SyncPenguin's connector for Capsule tasks

Sync your Capsule tasks two-way or one-way with other apps and services

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Sales and service teams often plan their day in a personal to-do app or another business tool, while their follow-ups live in Capsule CRM. Copying tasks by hand wastes time and causes missed deadlines and duplicates. When a task is completed in one app, the other app is often never updated. SyncPenguin keeps Capsule tasks and your other task lists in sync automatically, so everyone works from the same up-to-date list without double entry.

How does it work?

The Capsule Tasks connector lets you automatically sync tasks from Capsule CRM with the task apps your team already uses, such as Google Tasks, Outlook To Do, Microsoft 365 and other CRMs. Set up one-way or two-way syncing in a few clicks, then choose which tasks to sync by user, category or linked record. Your tasks keep their descriptions, details, due dates, categories and completion status, so a follow-up created or completed in one place shows up correctly everywhere else.

What can Capsule tasks be synced with?

Capsule CRM

Tasks

Exchange On-Premises

Tasks

Google

Tasks

HubSpot

Tasks

Microsoft 365

Tasks

Monday.com

Tasks

Outlook

Tasks

Zoho CRM

Tasks

Popular real-world use cases

• 
  Two-way sync Capsule tasks with Google Tasks so salespeople can see and complete their CRM follow-ups from their phone or Gmail.

  
• 
  Sync only the Capsule tasks assigned to a specific team member to their personal Outlook To Do list, keeping completion status in sync both ways.

  
• 
  Send Capsule tasks linked to opportunities to Microsoft 365 Tasks, adding the opportunity name to each task title with a custom rule so reps know which deal it belongs to.

  
• 
  Keep tasks in sync between HubSpot and Capsule CRM while migrating between CRMs, or when marketing and sales teams use different tools.

  
• 
  Send Capsule tasks linked to cases to a Monday.com board so the project or support team can work on them in their own workspace.

  
• 
  One-way sync Capsule tasks from a specific category, such as 'Follow-up' or 'Call', into a Notion task database for team planning and reporting.
• 
  Sync tasks between Zoho CRM and Capsule CRM for companies where different departments or subsidiaries use different CRMs.

  
• 
  Sync Capsule tasks with Exchange On-Premises Tasks so employees in a corporate environment see CRM follow-ups directly in Outlook.

  
• 
  Distribute tasks from one Capsule account to each team member's own task list in Google Tasks or Outlook To Do, based on who the task is assigned to.

  

  

Key features

Two-Way Sync

Create, update and complete tasks in Capsule or your other app, and the changes are reflected on both sides automatically.

Smart Filters

Sync only the tasks you need. Filter by assigned user, task category, or tasks linked to people, opportunities or cases.

Completion Tracking

Task status stays in sync. Mark a task as done anywhere and it is marked as completed everywhere.

Due Dates

Due dates, due times and all-day tasks are synced accurately, so no deadline slips through the cracks.

CRM Context

Use the name and type of the linked contact, opportunity or case in your rules, for example to add it to task titles in other apps.

Affordable & Scalable

With SyncPenguin you only pay for changes to your data, regardless of how many tasks you initially have, or will have in the future.

Supported fields

Description Details Due date and time All-day task Is completed Status (Open, Completed, Pending) Category Linked record type (read-only) Linked record name (read-only)

Things to note

• Repeating (recurring) Capsule tasks are not synced. Only one-time tasks are included, which prevents duplicate copies of the same recurring task.
• To keep syncing fast and relevant, tasks with a due date more than 90 days in the past are skipped.
• The linked contact, opportunity or case is available as read-only information for filters and rules. Tasks created in Capsule by SyncPenguin are not automatically linked to a record.
• Task assignment (owner) can be used to filter which tasks are synced, but it is not synced as a field. New tasks created in Capsule are assigned according to Capsule's defaults for the connected account.
• Tasks deleted in Capsule may not be removed automatically in the other app. We recommend marking tasks as completed instead, because completion is always synced.

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Frequently Asked Questions

How do I connect my Capsule CRM account to SyncPenguin?

Generate a personal API token in Capsule under My Preferences > API Authentication Tokens, then paste it into SyncPenguin when connecting Capsule Tasks. SyncPenguin checks the connection and is ready to sync right away.

Can I sync Capsule tasks with Google Tasks or Outlook To Do?

Yes. You can sync Capsule tasks one-way or two-way with Google Tasks, Outlook To Do, Microsoft 365 Tasks, Exchange, HubSpot, Zoho CRM, Notion, Monday.com and other supported task apps.

Can I sync only my own tasks or tasks from a specific category?

Yes. When connecting Capsule, you can filter tasks by assigned user, category, and the type of linked record (people and organizations, opportunities or cases). You can also add advanced no-code filters based on any task field.

Will completing a task in one app mark it as completed in Capsule?

Yes. Completion status is synced, so a task marked as done in your to-do app is also completed in Capsule CRM, and the other way around in two-way syncs.

What happens to tasks that already exist when I start syncing?

When you start a sync, you can choose to merge existing tasks across both apps or to sync only new changes from that point on. SyncPenguin matches records to avoid creating duplicates.

Can I include the related contact or opportunity name in synced tasks?

Yes. The name and type of the linked Capsule record are available in custom rules, so you can, for example, add the contact or deal name to the task title or notes in the other app.

Are recurring Capsule tasks supported?

Recurring tasks are currently excluded from syncing to prevent duplicates. All one-time tasks, including their due dates, details, categories and status, are fully supported.

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About Capsule CRM

Capsule is a simple, easy-to-use online CRM for small and growing businesses. It helps teams manage contacts and organizations, track sales opportunities in a pipeline, organize projects (cases), and stay on top of follow-ups with tasks and reminders. Capsule is known for its clean interface and integrations with popular business tools.

Official website: https://capsulecrm.com/