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Capsule CRM + IDX Leads

Create IDX Leads from new or updated Capsule CRM opportunities

Stay on top of your sales opportunities with this Capsule CRM to IDX Leads automation. Whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in IDX Leads, ensuring a smooth management process. Keep your sales pipeline organized and never miss a potential lead with this efficient workflow.

Stay on top of your sales opportunities with this Capsule CRM to IDX Leads automation. Whenever a new or updated opportunity arises in Capsule CRM, a lead will be created in IDX Leads, ensuring a smooth management process. Keep your sales pipeline organized and never miss a potential lead with this efficient workflow.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    IDX LeadsIDX Leads
    Create Lead

    Creates a new lead in your IDX Broker account.

    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
    • 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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About IDX Leads

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.

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