Capsule CRM + Chiirp

Create or update Chiirp contacts for new or updated opportunities in Capsule CRM

Effortlessly manage your Capsule CRM opportunities and Chiirp contacts with this seamless workflow. Whenever there's a new or updated opportunity in Capsule CRM, a contact will be created or updated in the Chiirp app. This automation ensures your contacts stay up-to-date across both platforms without any manual intervention, helping you save time and maintain organized communication.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update ContactCreates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
ActionWrite

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More things you can do with Capsule CRM and Chiirp

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

- Action
  Required
Trigger
Instant
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- 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
New Incoming Message in Chiirp
Triggers when a new message is received in Chiirp.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Address Line #1
- Address Line #2
- City
- State
- Country
- Zip/Postal Code
- Phone Number
- Alternate Phone Number
- Email Address
- OK to Send Text Messages
  Required
- OK to Send Emails
- Birthdate
- Custom Fields
- Notes
- Target Date (Local)
- Target Date (UTC)
- Campaign on "Yes"
- Campaign on "No"
- Group on "Yes"
- Group on "No"
- Tag on "Yes"
- Tag on "No"
- Phone Number Was
- External Reference ID
- ActiveProspect: Token
- ActiveProspect: Certificate URL
- ActiveProspect: Ping URL
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
New Contact
Triggers when a new Contact is created in Chiirp.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Changed Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Trigger
Instant
Try It

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

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About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.

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Contact Management