Capsule CRM + Club OS

Capsule CRM + Club OS integrations

Create Club OS prospects from new or updated Capsule CRM opportunities

Effortlessly manage your sales pipeline by connecting Capsule CRM and Club OS. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a prospect is created in Club OS. Maintain an organized lead tracking process and ensure no opportunity goes unnoticed, saving you time and simplifying your lead management tasks.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Club OS

Discover other triggers and actions you can use with Capsule CRM and Club OS

- 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
- Attendee ID
  Required
- Club ID
  Required
- Location ID
  Required
- Event Type ID
  Required
- Visit Type
- Start Time
  Required
- End Time
  Required
- Booking Source
- Subject
- Notes
Action
Write
- User Id
  Required
- Club Id
  Required
- Location Id
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location ID
- Club Id
  Required
Action
Search
- Club ID
  Required
- Location ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Phone
- Source
  Required
- Opt Out of Email
  Required
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
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
- User ID
  Required
- Note
  Required
- Note Type
  Required
- Created By
  Required
- Message Type
  Required
Action
Write
- Club ID
  Required
- Location ID
  Required
- Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Opt Out of Email
  Required
- Mobile Phone
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User Id
  Required
- Club Id
  Required
- Location ID
  Required
Action
Write
- Club ID
- Location ID
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Club OS

The gym and studio management software you need to sell more memberships and keep more members.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier