Capsule CRM + Chirpley

Capsule CRM + Chirpley integrations

Create contacts in Chirpley for new or updated opportunities in Capsule CRM

Stay on top of your business relationships with this Capsule CRM to Chirpley automation. Whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in the Chirpley app for seamless communication. This workflow ensures you're always connected with the right people and simplifies the process of managing contacts across platforms.

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

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More things you can do with Capsule CRM and Chirpley

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

- 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Form
Triggers when a new form is created.
Trigger
Instant
Try It
New SMS Gateway
Triggers when a new sms gateway is created.
Trigger
Polling
Try It
- Name
  Required
- Description
  Required
- Message
  Required
- Media Url
- SMS Gateway
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
Action
Write
- Name
  Required
Action
Search

- 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 Campaign
Triggers when a new campaign is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Message
Triggers when a new message is created.
Trigger
Instant
Try It
New Table
Triggers when a new table is created.
Trigger
Instant
Try It
- Contact Id
  Required
- First Name
- Last Name
- Phone Number
Action
Write
- Message Text
  Required
- Message Media Url
- Contact Id
  Required
- SMS Gateway
  Required
- Message Source
- Message Type
Action
Write
- Name
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
Action
Search or write

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 Chirpley

Chirpley is a SMS AI tool to create powerful productivity and text based applications.

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Related categories

Phone & SMS

Related Zap Templates

Create new Chirpley contacts when Capsule CRM contacts are added or updated

Related Zap Templates

Create new Chirpley contacts when Capsule CRM contacts are added or updated