Capsule CRM + GoSquared

Create new Capsule CRM contacts from new GoSquared user entered groups

Enhance your customer management process with this efficient workflow. When a user enters a smart group in GoSquared, a new contact gets created in Capsule CRM, making it easier for your team to track and engage with each individual. It's a time-saving solution that ensures no potential customer slips through the cracks, while boosting your CRM's effectiveness.

When this happens...
User Entered Smart GroupTriggers when a user enters a specific Smart Group.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with GoSquared and Capsule CRM

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

- Include Unverified Leads?
- Delay (In Seconds)
  Required
Trigger
Instant
Try It
- Include Unverified Leads?
- Smart Group
  Required
Trigger
Instant
Try It
- Visitor Threshold
  Required
Trigger
Instant
Try It
- Person Email
  Required
- First Name
- Last Name
- Created at Time
- Company Name
- Company Position
- Company Industry
- Company Size
- Status
- Username
- Phone Number
- Profile Picture URL
- Id
- Custom Properties
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

- Include Unverified Leads?
- Smart Group
  Required
Trigger
Instant
Try It
- Visitor Threshold
  Required
Trigger
Instant
Try It
- Person Email
  Required
- Event Name
  Required
- Event Data
Action
Write
- 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

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 GoSquared

GoSquared is a customer analytics platform that brings together all your customer information in one place. GoSquared enables teams to easily search, discover and take action on their customer data, enabling them to acquire more customers, provide better support, and build a better product.

HelpHelp

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