4Degrees + Capsule CRM

Create 4Degrees contacts from new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM and 4Degrees contacts in sync with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, a corresponding contact will be created in 4Degrees, saving you time and ensuring consistent data between both platforms. Enhance your CRM management and networking with this simple, yet powerful automation.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
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- List NameRequired
- Stage
Trigger
Polling
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- Full NameRequired
- First Name
- Last Name
- EmailRequired
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal ListRequired
- Company NameRequired
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal Record Type
- Contact Deal Email
Action
Write
- Target Type
- Target NameRequired
- Due Date
- Assignee Email
- CC Emails
- NoteRequired
Action
Write
- Deal NameRequired
- List IDRequired
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner_id
- Edit stage_id
- Edit employee_count
- Document Link
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- List NameRequired
- Stage
Trigger
Polling
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New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
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New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
Try It
- Contact EmailRequired
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write
- List Name
- Deal NameRequired
- Note Date
- Note textRequired
Action
Write
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more