Capsule CRM + Elevated CRM

Capsule CRM + Elevated CRM integrations

Create or update Elevated CRM contacts when new or updated opportunities occur in Capsule CRM

Keep your Capsule CRM and Elevated CRM contacts up to date with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, the automation will create or update the contact by email in Elevated CRM. This way, you can ensure accurate and consistent data across both platforms, saving time and maintaining effective communication.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Contact by EmailCreate Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
ActionWrite

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More things you can do with Capsule CRM and Elevated CRM

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

- 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
Contact Updated
A contact is updated in Elevated.
Trigger
Instant
Try It
- Phone To Search By
  Required
- Id
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search By
  Required
Action
Write
- Id To Search By
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search By
  Required
Action
Search

- 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
Contact Created
Triggers when a contact is created in Elevated Network.
Trigger
Instant
Try It
- Email To Search By
  Required
- Id
  Required
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- LInked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Email To Search By
  Required
Action
Write
- Id To Search By
  Required
Action
Write
- Email To Search By
  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 Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

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Create or update Elevated CRM contacts by phone when new or updated Capsule CRM contacts occur

Create or update Elevated CRM contacts from new or updated Capsule CRM contacts