Capsule CRM + Community

Capsule CRM + Community integrations

Create new Community members from new or updated Capsule CRM opportunities

Efficiently manage your community members while keeping track of business opportunities with this Capsule CRM and Community app integration. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a new member in the Community app. Save time and streamline your process by connecting these two essential business tools seamlessly.

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

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More things you can do with Capsule CRM and Community

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

- 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
Member Changed
Triggers when a member changes state to "live", "opted out", "blocked", or "deleted".
Trigger
Instant
Try It
- Member ID
  Required
- Community Name
  Required
Action
Write
- Community Name
  Required
- Color
  Required
Action
Write
- Member ID
  Required
- Community Name
  Required
Action
Write
- Member ID
  Required
- Text
  Required
- Override Quiet Hours
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
Message Received
Triggers when we receive a message from a member
Trigger
Instant
Try It
Term Response
Triggers when members respond to a term
Trigger
Instant
Try It
- Community Name
  Required
- Member Phone Number
  Required
Action
Write
- Member Phone Number
  Required
- First Name
- Surname
- Email Address
- Date Of Birth
- Gender
- City
- State Or Province
- State Or Province Abbreviation
- Country
- Country Code
- Postal Code
Action
Write
- Community Name
  Required
- Member Phone Number
  Required
Action
Write
- Member Phone Number
  Required
- Text
  Required
- Override Quiet Hours
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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Community

Community is a platform for SMS with Enterprise-grade power and everyday easy of use. Grow your list, send personalized messages, and enrich your Zero Party Data with ease and trust.

Learn moreLearn moreHelpHelp

Related categories

Communication

Related Zap Templates

Add members to a Community with phone numbers for new or updated opportunities in Capsule CRM

Create new Community members from new or updated Capsule CRM contacts