Capsule CRM + Kixie

Capsule CRM + Kixie integrations

Add new or updated Capsule CRM opportunities to Kixie powerlists for efficient tracking

Stay on top of your sales game by keeping your CRM and phone system in sync with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, it will seamlessly trigger the addition of that contact to a Powerlist in Kixie. With this automation, you can promptly reach out to potential clients and ensure that no opportunity goes untapped.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add to PowerlistAdds a phone number to a Kixie Powerlist.
ActionWrite

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More things you can do with Capsule CRM and Kixie

Discover other triggers and actions you can use with Capsule CRM and Kixie

- 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
- Sender Email Address
  Required
- Phone Number
  Required
- SMS Message
  Required
- Country Code
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Action Display Name
- Action Type
  Required
- Queue ID
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Queue ID
  Required
Action
Write
- Phone Number
  Required
- Powerlist ID
  Required
Action
Write

- 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
- Powerlist ID
  Required
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate Handling
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
- Display Name
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Team SMS ID
  Required
- Kixie Team SMS Phone Number
- Target Phone Number
  Required
- SMS Message
  Required
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.

Learn moreLearn moreHelpHelp

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About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.

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Phone & SMS