Capsule CRM + DoorLoop

Capsule CRM + DoorLoop integrations

Create DoorLoop prospects for new or updated Capsule CRM opportunities

Seamlessly integrate your Capsule CRM and DoorLoop workflows to optimize your sales process. With this automation, whenever a new or updated opportunity arises in Capsule CRM, a prospect will be created in DoorLoop. This efficient workflow eliminates the need for manual data entry and ensures all your potential clients are tracked and managed effectively in both platforms.

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

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More things you can do with Capsule CRM and DoorLoop

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

- 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
- Number of days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Property
- Portfolio
- Vendor
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Lease
Trigger
Polling
Try It
- Property
- Portfolio
Trigger
Polling
Try It
- Portfolio
- Property
- Unit
- Assigned User
Trigger
Polling
Try It
- Portfolio
- Property
- Assigned User
- Type
  Required
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Vendor
Trigger
Polling
Try It
- Number of days before Move-Out
  Required
- Portfolio
- Property
Trigger
Polling
Try It
- Type
- Property
Trigger
Polling
Try It
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Write
- First Name
- Last Name
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Email
- Type
- Number
- Properties
- Active
  Required
Action
Write
- Search Term
  Required
- Property
- Unit
- Tenant
Action
Search
- Lease
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
Action
Search
- Search Term
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Search or 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
- Property
- Portfolio
Trigger
Polling
Try It
- How many days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Status
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Payment Method
Trigger
Polling
Try It
- Portfolio
- Owner
- Class
Trigger
Polling
Try It
- Property
- Portfolio
- Payment Method
- Owner
- Lease
Trigger
Polling
Try It
- Number of days before Move-In
  Required
- Portfolio
- Property
Trigger
Polling
Try It
- Property
- Active
Trigger
Polling
Try It
- Days before Expiration
  Required
Trigger
Polling
Try It
- How many days Before
  Required
- Property
Trigger
Polling
Try It
- Date
  Required
- Reference #
- Payee Type
  Required
- Payee
  Required
- Pay From Account
  Required
- Payment Method
  Required
- Category
  Required
- Property
  Required
- Amount
  Required
- Category
- Property
- Amount
- Category
- Property
- Amount
Action
Write
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- Subject
  Required
- Description
- Property
- Tenant
- Due Date
  Required
- Assigned to
- Priority
- Status
- type
  Required
Action
Write
- Search Term
  Required
Action
Search
- Lease
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
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 moreLearn moreHelpHelp

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About DoorLoop

DoorLoop is a powerful software for managing all your properties. Market units, screen prospects, collect rent, handle bookkeeping, & more.

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