Capsule CRM + Contractor Foreman

Capsule CRM + Contractor Foreman integrations

Create Contractor Foreman leads from new or updated Capsule CRM opportunities

Easily manage and track opportunities from Capsule CRM to Contractor Foreman by setting up this workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a lead is created in Contractor Foreman, keeping your construction project timelines on track and increasing efficiency. Stay organized and save time with this seamless automation between your CRM and construction management apps.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Contractor Foreman.
ActionWrite

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More things you can do with Capsule CRM and Contractor Foreman

Discover other triggers and actions you can use with Capsule CRM and Contractor Foreman

- Action
  Required
Trigger
Instant
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- Action
  Required
Trigger
Instant
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- 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
Customer Archived
Triggers when customer is Archived.
Trigger
Instant
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Lead Deleted
Triggers when lead is deleted.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address1
- Address2
- City
- State
- Zip
- Phone
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
Customer Deleted
Triggers when customer is deleted.
Trigger
Instant
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File Uploaded
Triggers when upload File is uploaded.
Trigger
Instant
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Lead Archived
Triggers when lead is Archived.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address1
- Address2
- City
- State
- Zip
- Phone
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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About Contractor Foreman

Contractor Foreman is an all-in-one construction management software for contractors and is trusted by contractors in more than 75 countries.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM