Capsule CRM + DropFunnels

Capsule CRM + DropFunnels integrations

Create DropFunnels members from new or updated Capsule CRM opportunities

Effortlessly manage new and updated opportunities in Capsule CRM by creating or updating corresponding members in DropFunnels through this seamless workflow. Once set up, the automation takes care of adding new members or updating existing ones in DropFunnels whenever an opportunity arises or changes in Capsule CRM. This not only saves you valuable time but also ensures consistency and accuracy across your CRM and marketing platform.

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

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More things you can do with Capsule CRM and DropFunnels

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

- 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
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Quiz
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
- Email
  Required
Action
Write
- Site
  Required
- Course
  Required
- Access Levels
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Site
  Required
- Course
  Required
- Access Levels
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
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
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Appointment Types
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
Trigger
Polling
Try It
- Site
  Required
- Funnel
  Required
Trigger
Polling
Try It
- Site
  Required
- Appointment Types
Trigger
Polling
Try It
- Site
  Required
- Course
  Required
- Email
  Required
Action
Write
- Site
  Required
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- Name
  Required
- Email
- Phone Number
  Required
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- Site
  Required
- Email
- Phone Number
- Move Lead From Pipeline
  Required
- Move Lead to Pipeline
  Required
- Move Lead to Pipeline Stage
  Required
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 DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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Related Zap Templates

Create DropFunnels leads from new or updated Capsule CRM opportunities

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Create DropFunnels leads from new or updated Capsule CRM opportunities