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Capsule CRM + Lighthouse By Cloudify

Create records in Lighthouse By Cloudify from new or updated opportunities in Capsule CRM

Keep your sales pipeline up-to-date with this seamless workflow between Capsule CRM and Lighthouse by Cloudify. Whenever a new or updated opportunity is detected in Capsule CRM, a record will be created in Lighthouse. This automation ensures you'll have accurate and up-to-date data across your sales tools, saving you time and streamlining your sales process.

Keep your sales pipeline up-to-date with this seamless workflow between Capsule CRM and Lighthouse by Cloudify. Whenever a new or updated opportunity is detected in Capsule CRM, a record will be created in Lighthouse. This automation ensures you'll have accurate and up-to-date data across your sales tools, saving you time and streamlining your sales 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!
    Lighthouse By CloudifyLighthouse By Cloudify
    Create Record

    Creates a new record.

    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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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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lighthouse-by-cloudify logo

About Lighthouse By Cloudify

Lighthouse is a real-time monitoring tool for all automated and manual business processes.

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