Capsule CRM + MetaLocator

Capsule CRM + MetaLocator integrations

Update MetaLocator records when new or updated Capsule CRM contacts are detected

Keep your Capsule CRM contacts and MetaLocator records up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, their information will be used to update the corresponding record in MetaLocator. This way, you can easily maintain consistency between the two platforms and save time on manual data entry.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Update RecordThis action updates a specific record in MetaLocator.
ActionWrite

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More things you can do with Capsule CRM and MetaLocator

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

- 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
New Lead
Triggers when a new Lead is created in MetaLocator.
Trigger
Polling
Try It
- Name
  Required
- Description
- Published
- Table
- Latitude
- Longitude
- Categories
Action
Write
- MetaLocator ID
- Table
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
- Table
  Required
Trigger
Polling
Try It
- User Type
Trigger
Polling
Try It
- ID
  Required
- Name
  Required
- Description
- Published
- Table
- Latitude
- Longitude
- Categories
Action
Write
- MetaLocator ID
- Table
- Name
  Required
- Description
- Published
- Latitude
- Longitude
- Categories
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.

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About MetaLocator

MetaLocator lets you create a store locator, dealer locator or searchable database and integrate it easily with your Website.

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