Capsule CRM + CloudSpot

Capsule CRM + CloudSpot integrations

Create CloudSpot collections for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities and streamline your workflow with this Capsule CRM and CloudSpot integration. Whenever there's a new or updated opportunity in Capsule CRM, a new collection will be created in CloudSpot. Keep your sales pipelines organized and ensure you never miss an opportunity again with this seamless automation.

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

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More things you can do with Capsule CRM and CloudSpot

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

- 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
- Fulfillment Type
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
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 Email Capture
Triggers when a new email was captured in web galleries.
Trigger
Polling
Try It
- Collection Name
  Required
- Collection Tag
- Event Date
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 CloudSpot

CloudSpot is the fastest and easiest way for photographers to deliver, share, and sell their work!

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Related Zap Templates

Create new CloudSpot collections for new or updated Capsule CRM contacts

Related Zap Templates

Create new CloudSpot collections for new or updated Capsule CRM contacts