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Capsule CRM + Loomly

Create post ideas in Loomly for new or updated Capsule CRM contacts

Stay organized and enhance your content planning with this Capsule CRM and Loomly workflow. Whenever a contact is added or updated in Capsule CRM, this automation will create a custom post idea in Loomly, ensuring you never miss an opportunity to engage with your audience. Save time and keep your marketing efforts structured by allowing this integration to handle your contact-related content ideas.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Custom Post IdeaCreates a Custom Post Idea in a Calendar.
ActionWrite

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More things you can do with Capsule CRM and Loomly

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

- 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
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
- To State
Trigger
Instant
Try It
- Calendar
  Required
- Provider
Trigger
Instant
Try It
- Calendar
  Required
- Provider
Trigger
Instant
Try It
- Calendar
  Required
- Date
  Required
- Subject
  Required
- Copy
- Facebook
- Twitter
- Instagram
- Pinterest
- LinkedIn
- Photo URL
- Google My Business
- YouTube
- TikTok
- Custom Channel
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
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Item Type
Trigger
Instant
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Provider
Trigger
Instant
Try It
- Calendar
  Required
- Start On
  Required
- End On
- Recurs
- Title
  Required
- Description
- URL
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 Loomly

Loomly is the Brand Success Platform that empowers marketing teams to grow successful brands online through collaboration, publishing & analytics features.

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