Capsule CRM + Clinchd

Capsule CRM + Clinchd integrations

Create Clinchd deals from new or updated Capsule CRM opportunities

Effortlessly manage your sales process with this Capsule CRM and Clinchd automation. When new or updated opportunities arise in Capsule CRM, this workflow creates a deal in Clinchd, ensuring you stay on top of potential business ventures and streamline your sales pipeline. Stay organized and efficient by connecting your CRM and deal management tools.

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

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More things you can do with Capsule CRM and Clinchd

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

- 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
Contact Created
Triggers when a new contact is created
Trigger
Polling
Try It
- name
  Required
Action
Write
- name
  Required
- Sales Process
  Required
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
Action
Write
- name
  Required
Action
Write
- name
- Email
- Phone Number
Action
Search
- name
  Required
Action
Search
- Name
  Required
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Search or write
- name
  Required
Action
Search or 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
Account Created
Triggers when a new account is created
Trigger
Polling
Try It
Product Created
Triggers when a new product is created
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Write
- notes
  Required
- Deal ID
  Required
Action
Write
- name
  Required
Action
Search
- External ID
  Required
Action
Search
- name
  Required
Action
Search or write
- External ID
  Required
- name
  Required
- Sales Process
  Required
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
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 Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

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Sales & CRM

Related Zap Templates

Create deals in Clinchd for new or updated Capsule CRM contacts

Related Zap Templates

Create deals in Clinchd for new or updated Capsule CRM contacts