Capsule CRM + LeadSigma

Capsule CRM + LeadSigma integrations

Create leads in LeadSigma from new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities by connecting Capsule CRM with LeadSigma. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a lead will be created in LeadSigma. This seamless connection ensures valuable information is transferred efficiently, streamlining your sales process and helping you focus on closing deals.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a LeadCreates a lead in LeadSigma
ActionWrite

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More things you can do with Capsule CRM and LeadSigma

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

- 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
- Lead Id
  Required
- Status
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
- Account
  Required
- Team
  Required
- Source
- Name
- Phone
- Email
Action
Write
- Organization
  Required
- First Name
- Last Name
- Phone
- Email
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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CRM (Customer Relationship Management)

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About LeadSigma

LeadSigma is a tool that allows you to easily track and follow up with leads.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create leads in LeadSigma from new or updated contacts in Capsule CRM

Related Zap Templates

Create leads in LeadSigma from new or updated contacts in Capsule CRM