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Badgr + Capsule CRM

Issue badges for new or updated opportunities in Capsule CRM with Badgr

Streamline your sales and recognition process with this Capsule CRM and Badgr integration. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically issue a badge in the Badgr app. Save time, keep your team motivated, and celebrate achievements effortlessly.

Streamline your sales and recognition process with this Capsule CRM and Badgr integration. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically issue a badge in the Badgr app. Save time, keep your team motivated, and celebrate achievements effortlessly.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    BadgrBadgr
    Issue Badge

    Issue a Badge

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
badgr logo
badgr logo

About Badgr

Badgr makes it easy to collect and award digital badges and micro-credentials! Whether you are an educator, employer, or program administrator secure, portable, and shareable digital credentials are a great way to recognize accomplishments while engaging your audience.

Related categories

  • Customer Appreciation
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

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