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Capsule CRM + OneLocal LocalReviews

Request feedback on OneLocal LocalReviews for new or updated opportunities in Capsule CRM

Effortlessly manage customer feedback by connecting Capsule CRM and OneLocal LocalReviews with this seamless workflow. Stay updated on new or modified opportunities in Capsule CRM and request feedback from customers accordingly within the OneLocal LocalReviews app. Save time, keep clients engaged, and improve your services with this powerful and efficient automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Request FeedbackSends a feedback request to a phone number or email address
ActionWrite

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More things you can do with Capsule CRM and OneLocal LocalReviews

Discover other triggers and actions you can use with Capsule CRM and OneLocal LocalReviews

- 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 Review
Triggers when you receive a new review.
Trigger
Polling
Try It

- 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
- Survey
- Sentiment
Trigger
Polling
Try It
- Survey
  Required
- Preferred Delivery Method
  Required
- Contact Name
  Required
- Mobile Phone
- Secondary Phone
- Email
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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About OneLocal LocalReviews

LocalReviews by OneLocal provides a fully customizable survey & review generation tool for businesses so they can request feedback from their customers by text message or email & improve their online reputation.

HelpHelp

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Forms & Surveys

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