Capsule CRM + Common Room

Capsule CRM + Common Room integrations

Add new or updated Capsule CRM opportunities as Common Room members

Effortlessly manage your Capsule CRM opportunities and Common Room members with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will add a member to your Common Room app, ensuring your team stays up-to-date with the latest opportunities. Keep your CRM and collaborative spaces synchronized, and stay focused on growing your business.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Contact From Third Party SourceAdds a contact to your room.
ActionWrite

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More things you can do with Capsule CRM and Common Room

Discover other triggers and actions you can use with Capsule CRM and Common Room

- 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
Segment Status List
List of Status for a Segment
Trigger
Polling
Try It
- Common Room Destination ID
  Required
- User ID
  Required
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
Action
Write
- Note
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Tags
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
  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
Custom Fields List
List of Custom Fields
Trigger
Polling
Try It
- Common Room Destination ID
  Required
- Unique Activity ID
  Required
- Activity Title
- Activity Content
- Timestamp
- Activity URL
- Activity Tags
- User ID
  Required
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
- Subsource Name
- Parent Activity ID
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Note
  Required
Action
Write
- Common Room Destination ID
  Required
- Domain
  Required
- Organization Name
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Segment Status
Action
Write
- Common Room Destination ID
  Required
- User ID
  Required
- Custom Field
  Required
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 Common Room

Common Room is the intelligent community growth platform that helps you deepen relationships, build better products, and drive business impact.

HelpHelp

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