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Capsule CRM + IDX Leads

Create IDX Leads from new or updated Capsule CRM contacts

Effortlessly manage your contacts and leads with this Capsule CRM and IDX Leads integration. When a new or updated contact is added in Capsule CRM, a lead will be created in IDX Leads, saving you time and ensuring consistent information across both platforms. Stay organized and focused on nurturing your relationships without worrying about manual data entry.

Effortlessly manage your contacts and leads with this Capsule CRM and IDX Leads integration. When a new or updated contact is added in Capsule CRM, a lead will be created in IDX Leads, saving you time and ensuring consistent information across both platforms. Stay organized and focused on nurturing your relationships without worrying about manual data entry.

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

    Triggers when a given action is performed on a Person or Organisation.

    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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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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