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Capsule CRM + Clay

Update Clay records with new or updated opportunities from Capsule CRM

Keep your Capsule CRM opportunities and Clay records up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will ensure the corresponding record in Clay is updated as well. No more manual data entry or outdated information – now you can focus on maximizing your business opportunities.

Keep your Capsule CRM opportunities and Clay records up-to-date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will ensure the corresponding record in Clay is updated as well. No more manual data entry or outdated information – now you can focus on maximizing your business opportunities.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ClayClay
    Update Record in Table

    Updates a record in a table.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write

    • Entity TypeRequired

    Action
    Write

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    Action
    Write

    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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clay logo

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
Learn more

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