Capsule CRM + Delighted

Send email surveys for new or updated opportunities in Capsule CRM with Delighted

Effortlessly gather customer feedback with this Capsule CRM and Delighted automation. Whenever a new or updated opportunity is detected in Capsule CRM, this workflow will send an email survey through Delighted. Stay informed about your clients' experiences and streamline your feedback collection process with this seamless solution.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
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Send Email Survey
Sends an Email platform survey
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Scheduled
Try It
- Person ID
- Email
- Phone NumberRequired
- Name
- Properties
Action
Write
- Person IDRequired
- Created At
- ScoreRequired
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone NumberRequired
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- EmailRequired
- Phone Number
- Name
- Last Sent At
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Scheduled
Try It
- Person ID
- EmailRequired
- Phone Number
- Name
- Properties
Action
Write
- EmailRequired
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- EmailRequired
- Name
- Delay
- Properties
Action
Write
- EmailRequired
Action
Write
- Platform IDRequired
Action
Search
- Trend ID
- Groups
- Since
- Until
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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Streak

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Insightly

CRM (Customer Relationship Management)

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

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Capsule CRM + Delighted

Send email surveys for new or updated opportunities in Capsule CRM with Delighted

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Unsubscribe

Add Person to SMS Autopilot

Person ID

Email

Phone NumberRequired

Name

Properties

Add Response

Person IDRequired

Created At