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Capsule CRM + MetaLocator

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.

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.

  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!
    MetaLocatorMetaLocator
    Update Record

    This action updates a specific record in MetaLocator.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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

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  • CRM (Customer Relationship Management)

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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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