Capsule CRM + Loopy Loyalty

Capsule CRM + Loopy Loyalty integrations

Create new contacts in Capsule CRM for each new enrollment in Loopy Loyalty

This workflow springs into action whenever there's a new enrollment in your Loopy Loyalty app, helping you create a new contact in Capsule CRM without any manual task. It saves you time and ensures every new loyalty enrollee is instantly added to your CRM system for better relationship management. Make your customer tracking process a breeze with this seamless process.

When this happens...
New EnrollmentTriggers when a customer enrols into a loyalty card programme.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Loopy Loyalty and Capsule CRM

Discover other triggers and actions you can use with Loopy Loyalty and Capsule CRM

- Card
  Required
Trigger
Instant
Try It
- Card
  Required
Trigger
Instant
Try It
- Card
  Required
Trigger
Instant
Try It
- Customer Id
  Required
- Number of Stamps
  Required
Action
Write
- Campaign Id
  Required
- Message
  Required
Action
Write

- Customer Id
  Required
- Message
  Required
Action
Write
- Card
  Required
- Unique Id Type
  Required
- Unique Id
  Required
- Reward Quantity
  Required
Action
Write

- Card
  Required
- Unique Id Type
  Required
- Unique Id
  Required
Action
Search
- 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

- Card
  Required
Trigger
Instant
Try It
- Card
  Required
Trigger
Instant
Try It
- Card
  Required
Action
Write
- Campaign Id
  Required
- Start
- Length
- Search
- Column Order
- Order Direction
- Field
- Operator
- Value
- Count
  Required
Action
Write
- Customer Id
  Required
- Card
- Quantity
  Required
Action
Write
- Card
  Required
- Unique Id Type
  Required
- Unique Id
  Required
- Number of Stamps
  Required
Action
Write
- Customer ID
  Required
Action
Search
- 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

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 Loopy Loyalty

Loopy Loyalty is a platform for businesses to create and manage digital loyalty stamp cards in Apple Wallet and Android Pay.

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