Ally Hub + Capsule CRM

Ally Hub + Capsule CRM integrations

Create Ally Hub students from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and Ally Hub students in sync effortlessly with this automation. Whenever a new or updated contact is added in Capsule CRM, a student will be created in Ally Hub, making it easy for you to manage all your contacts in both platforms without having to manually input data. Simplify your CRM and student management processes with this seamless workflow.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create StudentCreates a new student.
ActionWrite

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More things you can do with Capsule CRM and Ally Hub

Discover other triggers and actions you can use with Capsule CRM and Ally Hub

- Action
  Required
Trigger
Instant
Try It
- 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 First Quote
Triggers when a student first quote is created.
Trigger
Polling
Try It
New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Trigger
Polling
Try It
New Task or Event
Triggers when a new task or event is created.
Trigger
Polling
Try It
- First Name
  Required
- Surname
  Required
- Email
  Required
- City
- State
- Country
  Required
- Address
- Postal Code
- Phone 1
- Phone 2
- Document 1
- Document 2
- Perception
- Studied Idiom Name
- Studied Idiom Level
- Facebook Link
- Instagram Link
- Twitter Link
- Skype Username
- Passport Number
- Passport Validity Date
- Occupation
- Contact Name
- Contact Phone
- Observation
Action
Write

- 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 Bill
Triggers when a new bill is created. (Financial > Bills)
Trigger
Polling
Try It
New Sold Quote
Triggers when a student quote is set as sold.
Trigger
Polling
Try It
New Student
Triggers when a new student is created.
Trigger
Polling
Try It
- Student Name
  Required
- Student Email
- Status
  Required
Action
Write
- Task Name
  Required
- Task Type
  Required
- Event Start
  Required
- Event End
  Required
- All Day
- Description
- Notification Before Type
  Required
- Notification Before
  Required
- Notify by email
Action
Write

About Ally Hub

Ally Hub is a tool that simplifies the administration process of companies dealing with international travel education around the world.

HelpHelp

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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

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CRM (Customer Relationship Management)

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