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Airtable + Capsule CRM

Create opportunities in Capsule CRM from new records in Airtable

Organize your sales operations efficiently by connecting Airtable and Capsule CRM. This automated workflow comes into action whenever a new record is added in Airtable, creating a corresponding opportunity in Capsule CRM. Thus, it allows you to effortlessly manage business opportunities and maintain a streamlined sales process, saving both time and effort.

Organize your sales operations efficiently by connecting Airtable and Capsule CRM. This automated workflow comes into action whenever a new record is added in Airtable, creating a corresponding opportunity in Capsule CRM. Thus, it allows you to effortlessly manage business opportunities and maintain a streamlined sales process, saving both time and effort.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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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.

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