Capsule CRM + Genoo

Capsule CRM + Genoo integrations

Create Genoo leads from new or updated Capsule CRM contacts

Keep your marketing and sales process organized by seamlessly connecting Capsule CRM and Genoo. This automation workflow ensures that when a new or updated contact is added to Capsule CRM, a lead is created in Genoo simultaneously. Save time managing contacts and enjoy the convenience of a streamlined workflow between your CRM and marketing platform.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create LeadAdd or update Lead Record within your Genoo account.
ActionWrite

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More things you can do with Capsule CRM and Genoo

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

- 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 Marketing Qualified Lead
Get New Marketing Qualified Leads.
Trigger
Polling
Try It
New Won Opportunity
Will retreive recent Won Opportunities.
Trigger
Polling
Try It
- Select Genoo Email
  Required
- Send Now?
  Required
- Email Address
  Required
Action
Write
- Order Number
  Required
- Order Status
  Required
- Customer Email
  Required
- Line Item Quantity
- Line Item Total Price
- Line Item Variant Title
- Line Item Variant Info
- Line Item Product ID
- Line Item Unit Price
- Total Price
- Shipping Amount
- Shipping Weight
- Tax Amount
- Subtotal Price
- Order Date
- Order Note
- Financial Status
- Fulfillment Status
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address Company
- Billing Address State
- Billing Address Province
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping Address City
- Shipping Address Company
- Shipping Address State
- Shipping Address Province
- Shipping Address Postal Code
- Shipping Address Country
- Customer First Name
- Customer Last Name
Action
Write
- Webinar
  Required
- Attendee Email Address
  Required
- Attended Live
  Required
- Time on Live Room
- Watched Replay
- Time on the Replay
- Activity Points
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
- LeadType
  Required
Trigger
Polling
Try It
New Opportunity
Pull New Opportunities from Your Genoo Account.
Trigger
Polling
Try It
- Select Nurturing Sequence
  Required
- Assign Only if Higher Level
  Required
- Email Address
  Required
Action
Write
- Lead Type
  Required
- Append Multi-Value Fields?
  Required
Action
Write
- Lead's Email
  Required
- Email of Who Is Mtg With Lead
  Required
- Activity Name
  Required
- Activity Type
  Required
- Activity Start Date & Time
  Required
- Activity End Date & Time
- Activity Description
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 Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

HelpHelp

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Marketing Automation

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Zapier Forms

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

Related Zap Templates

Create Genoo leads from new or updated Capsule CRM opportunities

Related Zap Templates

Create Genoo leads from new or updated Capsule CRM opportunities