Capsule CRM + Memberspot

Capsule CRM + Memberspot integrations

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.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Grant AccessGrants access to a course (when the member is not existing, the member will be created)
ActionWrite

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More things you can do with Capsule CRM and Memberspot

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

- 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
- E-Mail
  Required
- Order
  Required
Action
Write
- uids
  Required
Action
Write
- uid
  Required
- courseId
  Required
- chapterId
  Required
Action
Write
- Firstname
- Lastname
- E-Mail
  Required
- Grant Access To
  Required
- Order ID
Action
Write
- E-Mail
  Required
- Access
  Required
Action
Write
- Email
  Required
- Custom Property Key
  Required
- Value
Action
Write
- uid
  Required
- offerId
  Required
- expiresAt
  Required
Action
Write
- Order Id
  Required
- State
  Required
Action
Write
- uid
  Required
Action
Write
- E-Mail
  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
- E-Mail
  Required
- Access
  Required
Action
Write
- Emails
  Required
Action
Write
- uids
  Required
Action
Write
- UID
  Required
Action
Write
- uid
  Required
- grantOffer
  Required
- orderId
Action
Write
- E-Mail
  Required
- Order
  Required
Action
Write
- uid
  Required
- key
  Required
- value
  Required
Action
Write
- uid
  Required
- offerId
  Required
- State
  Required
Action
Write
- uid
  Required
- orderId
  Required
- state
  Required
Action
Write
- uid
  Required
- courseId
  Required
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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CRM (Customer Relationship Management)

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About Memberspot

Memberspot is an online course and video-hosting platform.

Learn moreLearn moreHelpHelp

Related categories

Online Courses