CampLegal + Capsule CRM

CampLegal + Capsule CRM integrations

Create CampLegal leads from new or updated Capsule CRM opportunities

Effortlessly manage your leads and sales pipeline with this seamless integration between Capsule CRM and CampLegal. When a new or updated opportunity occurs in Capsule CRM, it will automatically create a lead in the CampLegal app, helping you stay on top of potential clients and ensuring no opportunity slips through the cracks.

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

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More things you can do with Capsule CRM and CampLegal

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

- 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
- firstName
  Required
- middleName
- lastName
  Required
- gender
  Required
- email
- phone
- language
  Required
- potentialValue
- zapierContentHash
- notes
- probability
  Required
- country
- referralSource
  Required
- crmId
- crmUrl
Action
Write
- Person UUID
  Required
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
Fetch Active Intake Templates
Populates with a list of intake templates
Trigger
Polling
Try It
- Person UUID
  Required
Action
Write
- Person UUID
  Required
- Intake Name
Action
Write

About CampLegal

CampLegal is a practice management software for LawFirms.

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Related categories

Contact Management

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 new CampLegal leads from updated Capsule CRM contacts

Related Zap Templates

Create new CampLegal leads from updated Capsule CRM contacts