Apollo + Capsule CRM

Create new Capsule CRM contacts from new contacts in Apollo

Streamline your contact management process with this workflow. When a new contact is added in Apollo, the same contact information will be created in Capsule CRM. This efficient automation ensures your customer data stays consistent across both platforms in real-time, eliminating the need for manual entry and potential errors.

When this happens...
New Contact
Triggers when a new Contact is created.

Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
Try It
New Account
Triggers when a new Account is created.
Trigger
Instant
Try It
- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write

- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
Action
Search or 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
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
Try It
New Contact
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
Action
Write
- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
Action
Write
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search
- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

Sales & CRM

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 more Help

Related categories

CRM (Customer Relationship Management)

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Apollo + Capsule CRM

Create new Capsule CRM contacts from new contacts in Apollo

Account Updated

New Account

Create Account

Domain

Phone Number

Raw Address

Create Deal

nameRequired

amountRequired

Owner ID

Opportunity Stage Id

Closed Date

Update Account

Account IDRequired

Name

Domain

Phone Number

Address

Update Deal

Opportunity IdRequired

name

amount

Opportunity Stage Id

closed date

account_id

Find or Create Contact

Email AddressRequired

First NameRequired

Last NameRequired

Organization NameRequired

title

Address

Website Url

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date