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Capsule CRM + HL Pro Tools

Capsule CRM + HL Pro Tools

Create contacts in HL Pro Tools for new or updated opportunities in Capsule CRM

Stay on top of your sales game with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it will create a contact in HL Pro Tools to ensure you never miss out on potential leads. By streamlining your sales process with this automation, you'll save time and improve lead management.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWrite

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More things you can do with Capsule CRM and HL Pro Tools

Discover other triggers and actions you can use with Capsule CRM and HL Pro Tools

- 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
- Select Location
  Required
- Campaign ID
  Required
- Contact ID
  Required
Action
Write
- Select Location
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Gender
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Backup Email Address
- Password
- Phone
- User Type
  Required
- User Role
  Required
- Select Locations
  Required
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Conversations Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Event ID
  Required
Action
Write
- Select Location
  Required
- Event ID
  Required
- Calendar ID
- Start Time
- End Time
- Title
- Appointment Status
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Select Location
  Required
- Contact ID
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- Select Location
  Required
- Customer ID
  Required
- Subscription ID
  Required
Action
Write
- Select Location
  Required
- Contact ID
- Contact Email
- Workflow Name
  Required
Action
Write
- Select Location
  Required
- Group ID
- Show Drafted?
Action
Search
- Select Location
  Required
- Contact ID
- Contact Query
Action
Search
- Location ID
- Location Name
- Location Email Address
Action
Search
- User ID
- Email Address
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
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Trigger
Instant
Try It
- Select Location
  Required
- Calendar ID
  Required
- Contact ID
  Required
- Start Time
  Required
- End Time
- Title
- Appointment Status
- Assigned User ID
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Business Name
  Required
- Phone
  Required
- Address
  Required
- City
  Required
- State
  Required
- Country
  Required
- Postal Code
  Required
- Website
- Timezone
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Custom Values
Action
Write
- Select Location
  Required
- Contact ID
  Required
Action
Write
- Select Locations
  Required
Action
Write
- Select Existing Location
  Required
- Stripe Account ID
  Required
- Name
  Required
- Email
  Required
- Stripe Customer ID
  Required
Action
Write
- Select Existing Location
  Required
- Business Name
- Phone
- Address
- City
- State
- Country
- Postal Code
- Website
- Timezone
- First Name
- Last Name
- Email
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Snapshot override
- Custom Values
Action
Write
- Select User
  Required
- First Name
- Last Name
- Email Address [ NOT OPERATIONAL ]
- Password
- Phone
- User Type
- User Role
- Select Locations
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Conversations Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Calendar ID
  Required
Action
Search
- Select Location
  Required
- Start Time
  Required
- End Time
  Required
- Calendar ID
- Group ID
- User ID
Action
Search
- Select Existing Location
  Required
- Custom Value Name
  Required
Action
Search
- Customer ID
- Subscription ID
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.

Learn moreLearn moreHelpHelp

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HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

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