Capsule CRM + Hire Aiva

Create new Hire Aiva leads from updated Capsule CRM opportunities

Stay informed about new and updated opportunities in Capsule CRM and effortlessly generate leads in Hire Aiva with this seamless workflow. Once configured, every time there's a change or addition to an opportunity in Capsule CRM, a new lead will be created in Hire Aiva, eliminating redundant manual tasks. This efficient automation helps maintain team synchronization and guarantees no business opportunity goes unnoticed.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
New Lead
Creates a new lead for processing
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Lead Marked Interested
Triggers when a lead is marked as interested
Trigger
Instant
Try It
Lead Marked Unresponsive
Triggers when a lead is marked as unresponsive
Trigger
Instant
Try It
New Lead Received
Triggers when a new lead is received
Trigger
Instant
Try It
Scripts
List of scripts.
Trigger
Scheduled
Try It
- Lead Phone, Lead Email, or Lead IDRequired
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Appointment Booked
Triggers when an appointment is booked with a lead
Trigger
Instant
Try It
Lead Marked Not Interested
Triggers when a lead is marked as not interested
Trigger
Instant
Try It
Landline Lead
Triggers when a lead comes in with a landline number
Trigger
Instant
Try It
Team Members
List of team members.
Trigger
Scheduled
Try It
- Name
- Email Address
- Phone NumberRequired
- Lead SourceRequired
- Property Address
- Comments
- Lead TypeRequired
- ScriptRequired
- Assigned Agent
- Facebook Campaign Name
- External Lead ID
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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Related categories

CRM (Customer Relationship Management)

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About Hire Aiva

Aiva helps real estate agents convert online leads

Related categories

HR Talent & Recruitment

PRODUCTS

CAPABILITIES

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Capsule CRM + Hire Aiva

Create new Hire Aiva leads from updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Lead Marked Interested

Lead Marked Unresponsive

New Lead Received

Scripts

Stop Contact

Lead Phone, Lead Email, or Lead IDRequired

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity