Capsule CRM + ClickMeeting

Add new ClickMeeting registrants for new or updated Capsule CRM opportunities

Effortlessly streamline your webinar registration process with this Capsule CRM to ClickMeeting automation. Whenever there's a new or updated opportunity in Capsule CRM, it will instantly add the registrant to your ClickMeeting event. Stay organized and save time on manual data entry, while ensuring your webinars are populated with the right opportunities from your CRM.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add New RegistrantTriggers when a new attendee registers to your event.
ActionWrite

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More things you can do with Capsule CRM and ClickMeeting

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

- 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 Upcoming Event with Registration
Triggers when you create a new event with registration.
Trigger
Polling
Try It
- Room ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Last Name
  Required
- Email Adress
  Required
- Room ID
  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
New Upcoming Event
Triggers when you create a new event.
Trigger
Polling
Try It
- Room ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Room Type
  Required
- Access Type
  Required
- Registration
Action
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.

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About ClickMeeting

Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

HelpHelp

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Video Conferencing