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Capsule CRM + Memberspot

Grant access in Memberspot for new or updated contacts in Capsule CRM

Effortlessly manage contacts in Capsule CRM and grant them access to your MemberSpot app with this seamless workflow. When a new or updated contact arises in Capsule CRM, this automation will swiftly grant them access within MemberSpot, ensuring a smooth onboarding experience for your clients while saving you time and manual work. Enhance your CRM capabilities and maintain an organized contact list across platforms.

Effortlessly manage contacts in Capsule CRM and grant them access to your MemberSpot app with this seamless workflow. When a new or updated contact arises in Capsule CRM, this automation will swiftly grant them access within MemberSpot, ensuring a smooth onboarding experience for your clients while saving you time and manual work. Enhance your CRM capabilities and maintain an organized contact list across platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    MemberspotMemberspot
    Grant Access

    Grants access to a course (when the member is not existing, the member will be created)

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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memberspot logo

About Memberspot

Memberspot is an online course and video-hosting platform.

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