Capsule CRM and Microsoft Office 365 integration + automation

Capsule CRM and Microsoft Office 365 integrations couldn’t be easier with the Tray Platform’s robust Capsule CRM and Microsoft Office 365 connectors, which can connect to any service without the need for separate integration tools.

Capsule CRM and Microsoft Office 365 Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
View documentation
Microsoft Office 365

Microsoft Office 365

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UsesMarketing
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
List worksheetsRaw HTTP request (advanced)Create tableCreate table columnCreate table rowCreate worksheetGet shared itemList columnsList rowsList tablesUpload file
View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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