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Altos Research + Capsule CRM

Create Altos Research contacts from new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by effortlessly linking them to Altos Research. With this automation, when a new or updated opportunity arises in Capsule CRM, a contact will be generated in Altos Research. This streamlined workflow ensures you never miss out on crucial leads, allowing you to concentrate on enhancing your sales tactics.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a new contact
ActionWrite

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More things you can do with Capsule CRM and Altos Research

Discover other triggers and actions you can use with Capsule CRM and Altos Research

- 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
Opt-Out Contact
Triggers when a contact opts-out of email.
Trigger
Instant
Try It
New Event
Triggers when a new event occurs.
Trigger
Instant
Try It
- City
- state
- Zip Code
Action
Search

- 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 Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Email
  Required
- OptOut
- SendNow
- Phone
- Campaigns
- Reports
- LeadType
  Required
- SignupType
  Required
- PropertyType
  Required
Action
Write

About Altos Research

Altos tracks over 100 million properties across the U.S. and emails customized reports to contacts every week. Altos reports generate leads as people interact with them.

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Related categories

Marketing

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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