Capsule CRM + Funnelytics

Capsule CRM + Funnelytics integrations

Track new or updated opportunities in Capsule CRM by triggering custom actions in Funnelytics

Efficiently manage your sales funnel with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, it triggers a custom action in Funnelytics, ensuring your funnel remains accurate and up-to-date. Save time and focus on your sales process while the automation handles the details for you.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Custom ActionTrack any kind of action that you want with the flexibility of the custom action
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Funnelytics

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

- 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
- Funnelytics ID
- Email
- Entry date
  Required
- Deal ID
- Deal Label
- Deal Amount
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Transaction Type
- Email
- Funnelytics ID
- Entry date
  Required
- Checkout name
- Checkout Id
- Customer Name
- Company name
- Product SKU
  Required
- Product label
  Required
- Order Id
- Total value in cents
  Required
- Currency
  Required
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
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
- Action name
  Required
- Email
- Funnelytics ID
- Entry Date
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Email
- Funnelytics ID
- Entry date
  Required
- Form name
- Form Id
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

HelpHelp

Related categories

Analytics