Bonjoro + Capsule CRM

Bonjoro + Capsule CRM integrations

Create tasks in Bonjoro for new or updated opportunities in Capsule CRM

Effortlessly manage your client relationships with this Capsule CRM-Bonjoro workflow. When a new or updated opportunity occurs in Capsule CRM, a task will be created in Bonjoro for personalized outreach. This automation streamlines your sales process while ensuring timely and tailored communication with your prospects.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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More things you can do with Capsule CRM and Bonjoro

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

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Polling
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- Email Address
  Required
- First Name
- Last Name
- Workspace
  Required
- Message Template
- Reason
Action
Write

- Action
  Required
Trigger
Instant
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- 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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Polling
Try It

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn moreLearn moreHelpHelp

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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

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create Bonjoro tasks for new or updated Capsule CRM contacts

Related Zap Templates

Create Bonjoro tasks for new or updated Capsule CRM contacts