Capsule CRM + FreedomSoft

Capsule CRM + FreedomSoft integrations

Create FreedomSoft buyer leads from new or updated Capsule CRM opportunities

Effortlessly keep track of new or updated opportunities in Capsule CRM and streamline your lead generation process with this workflow. When an opportunity is added or updated in Capsule CRM, the automation instantly creates a buyer lead in FreedomSoft, saving you time and ensuring a seamless transfer of information between the two platforms. Stay organized and boost your productivity with this efficient workflow.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Buyer LeadFinds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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More things you can do with Capsule CRM and FreedomSoft

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

- 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
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
Try It
New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
Try It
Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Title
  Required
- Description
  Required
- Due Date
  Required
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  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
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
Try It
New Task
Triggers when a new task record is created.
Trigger
Instant
Try It
Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  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.

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About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create FreedomSoft buyer leads from new or updated Capsule CRM contacts

Related Zap Templates

Create FreedomSoft buyer leads from new or updated Capsule CRM contacts