Capsule CRM + Deadline Funnel

Capsule CRM + Deadline Funnel integrations

Create custom events in Deadline Funnel for new or updated Capsule CRM contacts

Stay on top of your Capsule CRM contacts with this efficient workflow. Whenever a contact is created or updated in Capsule CRM, a custom event will be instantly created in Deadline Funnel. This automation helps you smoothly manage customer data and ensure timely follow-ups for your sales and marketing efforts.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Custom EventCreates a custom event in DF
ActionWrite

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More things you can do with Capsule CRM and Deadline Funnel

Discover other triggers and actions you can use with Capsule CRM and Deadline Funnel

- 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
- Select Portal
  Required
Trigger
Polling
Try It
- Custom Event
  Required
- Email
  Required
- Name
Action
Write
- Campaign
  Required
- Email
  Required
- Currency
  Required
- Amount
  Required
- First Name
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 ConvertHub Portal
Triggers when a new portal is created.
Trigger
Polling
Try It
New Custom Event
Triggers when a new custom event is created in Deadline Funnel.
Trigger
Polling
Try It
- Campaign
  Required
- Email
  Required
- First Name
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 Deadline Funnel

Gives your prospects a unique, authentic deadline so they have a reason to buy now

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Related Zap Templates

Create deadlines in Deadline Funnel for new or updated opportunities in Capsule CRM

Track purchases in Deadline Funnel from new or updated opportunities in Capsule CRM