Capsule CRM + KickoffLabs

Create or update KickoffLabs leads for new or updated Capsule CRM contacts

Keep your Capsule CRM contacts in sync with your KickoffLabs leads by setting up this automation. Whenever a new or updated contact is detected in Capsule CRM, this workflow will conveniently create or update a lead in KickoffLabs, helping you maintain organized and accurate marketing records, without any manual effort.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add or Update Lead
Adds a new lead to your campaign or updates values on a lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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

- Api Docs Info
- 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 Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
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Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
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Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
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- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
- PointsRequired
- MessageRequired
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Social ID
Action
Search

- ActionRequired
Trigger
Instant
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- 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
- 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
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
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Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
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Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
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New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
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- Lead EmailRequired
Action
Write
Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead EmailRequired
- Campaign Action
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
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.

Learn more Help

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CRM (Customer Relationship Management)

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About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Capsule CRM + KickoffLabs

Create or update KickoffLabs leads for new or updated Capsule CRM contacts

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)

Api Docs Info

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 Generated a Referral

Lead Score Change

Lead Marked as Verified

Add or Update Lead

Lead EmailRequired

Lead Phone Number

Lead First Name

Lead Last Name

Lead Parent Social ID

Lead IP