AgentLocator + Capsule CRM

AgentLocator + Capsule CRM integrations

Create leads in AgentLocator for new or updated contacts in Capsule CRM

Effortlessly manage your real estate leads with this Capsule CRM and AgentLocator integration. Whenever there's a new or updated contact in Capsule CRM, a lead will be created in AgentLocator, ensuring your potential clients are always up-to-date. Save time and improve your lead handling process with this seamless automation.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create or Update LeadCreates a new lead. If a lead with a matching email already exists, it will be updated with the new information.
ActionWrite

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More things you can do with Capsule CRM and AgentLocator

Discover other triggers and actions you can use with Capsule CRM and AgentLocator

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Lead Email
Triggers when lead's email address is changed.
Trigger
Instant
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Update Lead Phone Validity
Triggers when lead's phone number validity is changed.
Trigger
Instant
Try It
- Pipeline
Trigger
Instant
Try It
Update Lead
Triggers when a lead's first name, last name, email, phone or description are updated.
Trigger
Instant
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- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Incoming Email
Triggers when a lead sends an inquiry email, such as 'Ask a question', 'Get in touch' or 'Request a tour'.
Trigger
Instant
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Update Lead Email Validity
Triggers when lead's email address validity is changed.
Trigger
Instant
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Update Lead Name
Triggers when lead's name is changed.
Trigger
Instant
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Update Lead Phone
Triggers when lead's phone number is changed.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- Description
- Email
  Required
- First Name
- Last Name
- Lead Type
- Phone
- Pipeline
- Site
- Source
- Status
- Tags
- Timestamp
Action
Write

About AgentLocator

AgentLocator connects agents with buyers and sellers.

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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