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Capsule CRM + LeadSquared

Create or update LeadSquared leads from new or updated Capsule CRM opportunities

Effortlessly manage your leads by connecting Capsule CRM and LeadSquared with this automation workflow. Whenever a new or updated opportunity arises in Capsule CRM, this integration will create or update the corresponding lead in LeadSquared, ensuring your customer information remains up-to-date across both platforms. Save time and stay organized by simplifying your lead management process.

Effortlessly manage your leads by connecting Capsule CRM and LeadSquared with this automation workflow. Whenever a new or updated opportunity arises in Capsule CRM, this integration will create or update the corresponding lead in LeadSquared, ensuring your customer information remains up-to-date across both platforms. Save time and stay organized by simplifying your lead management process.

  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!
    LeadSquaredLeadSquared
    Create or Update Lead

    Create a new lead or update an existing contact based on email address.

    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
capsulecrm logo
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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leadsquared logo
leadsquared logo

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

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