BenchmarkONE + Capsule CRM

Create or update BenchmarkONE contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and BenchmarkONE contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, the contact will be created or updated in BenchmarkONE. This automation helps maintain consistent contact information across both platforms, saving you time and ensuring your sales and marketing efforts target the right people.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact or updates an existing contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and BenchmarkONE

Discover other triggers and actions you can use with Capsule CRM and BenchmarkONE

- 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
- Tag
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
Action
Write
- Update Existing Contact
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
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
- Webhook Name
  Required
Trigger
Instant
Try It
- Note Subject
  Required
- Note Body
  Required
- Contact's Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Created At
- CopyToCompany
- Update Last Contacted Date?
Action
Write

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Agile CRM

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier