Capsule CRM + Membership.io

Capsule CRM + Membership.io integrations

Add new or updated Capsule CRM opportunities to Membership.io hubs with ease

Keep your sales and content access organized by connecting Capsule CRM and Membership.io. With this automation, when a new or updated opportunity occurs in Capsule CRM, it will grant Hub access in Membership.io, streamlining the process and ensuring quick access for your leads or customers. Save time and stay focused on closing deals while letting this workflow take care of access management.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Hub AccessAdds a Hub access to an audience.
ActionWrite

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More things you can do with Capsule CRM and Membership.io

Discover other triggers and actions you can use with Capsule CRM and Membership.io

- 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
- Hub
  Required
Trigger
Instant
Try It
- Audience
  Required
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New Playlist
Triggers when a new playlist is created.
Trigger
Polling
Try It
New Widget or Plugin
Triggers when a new widget or plugin is created.
Trigger
Polling
Try It
- Name
- Email
  Required
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Write
- Folder
  Required
- URL
  Required
- Title
- Description
- Auto Processs?
  Required
Action
Write
- Files
  Required
- Playlist
  Required
Action
Write
- Audience
  Required
- Hubs
  Required
- Email Hub Login?
Action
Write
- Audience
  Required
Action
Write
- Audience
  Required
- Tags
  Required
Action
Write
- Playlist
  Required
- Folders
  Required
Action
Write
- Playlist
  Required
- Tags
  Required
Action
Write
- Email
  Required
- Name
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Search or 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
- Folder
Trigger
Polling
Try It
New Audience
Triggers when a new audience is created.
Trigger
Polling
Try It
New Audience Tag
Triggers when a new audience tag is created in the account.
Trigger
Polling
Try It
- Playlist
  Required
Trigger
Polling
Try It
New Hub
Triggers when a new Hub is created.
Trigger
Polling
Try It
- Hub
  Required
Trigger
Polling
Try It
- Audience
  Required
- Achievements
  Required
Action
Write
- Audience
  Required
- Tags
  Required
Action
Write
- File
  Required
- Tag
Action
Write
- Playlist
  Required
- Folders
  Required
Action
Write
- Playlist
  Required
- Tags
  Required
Action
Write
- Audience
  Required
- Achievements
  Required
Action
Write
- Playlist
  Required
- Files
  Required
Action
Write
- Audience
  Required
- Hubs
  Required
Action
Write
- Email
  Required
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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About Membership.io

Membership.io is a platform that helps creators build and scale their membership sites.

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Manage new or updated Capsule CRM opportunities by adding or updating Membership.io audiences

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Manage new or updated Capsule CRM opportunities by adding or updating Membership.io audiences