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Agent 3000 + Capsule CRM

Create Agent 3000 contacts from new or updated Capsule CRM contacts

Effortlessly maintain up-to-date contact information across Capsule CRM and Agent 3000 with this streamlined workflow. When a contact is added or updated in Capsule CRM, it instantly creates or updates the corresponding contact in Agent 3000. This seamless integration simplifies your contact management process, ensuring accurate records on both platforms.

Effortlessly maintain up-to-date contact information across Capsule CRM and Agent 3000 with this streamlined workflow. When a contact is added or updated in Capsule CRM, it instantly creates or updates the corresponding contact in Agent 3000. This seamless integration simplifies your contact management process, ensuring accurate records on both platforms.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Agent 3000Agent 3000
    Create Contact

    Creates a new contact.

    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
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About Agent 3000

Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.
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Related categories

  • CRM (Customer Relationship Management)

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