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Apptoto + Capsule CRM

Create or update Apptoto contacts from new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities by seamlessly updating contacts in Apptoto. This automation activates when a new or updated opportunity occurs in Capsule CRM and instantly creates or updates a contact in Apptoto. Keep your contact list up-to-date to ensure you never miss crucial client opportunities.

Stay on top of your Capsule CRM opportunities by seamlessly updating contacts in Apptoto. This automation activates when a new or updated opportunity occurs in Capsule CRM and instantly creates or updates a contact in Apptoto. Keep your contact list up-to-date to ensure you never miss crucial client opportunities.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ApptotoApptoto
    Create or Update Contact

    Creates or updates a contact in Apptoto

    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
apptoto logo
apptoto logo

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling
Learn more

Related categories

  • Calendar
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