Capsule CRM + Ortto

Capsule CRM + Ortto integrations

Create Ortto records for new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts in sync with Ortto records using this seamless workflow. Whenever a new or updated contact is added to Capsule CRM, a corresponding record will be created in Ortto, ensuring your data remains consistent and up-to-date across both platforms. Streamline your contact management and stay organized with this time-saving automation.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create RecordSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
ActionWrite

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More things you can do with Capsule CRM and Ortto

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

- 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
- Record Type
  Required
- Fields
  Required
Trigger
Instant
Try It
- Record Type
  Required
- Event
  Required
Trigger
Instant
Try It
- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  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
- Choose an activity
  Required
Trigger
Instant
Try It
- Record Type
  Required
Trigger
Instant
Try It
- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  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.

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About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

Learn moreLearn moreHelpHelp

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Marketing

Related Zap Templates

Tag or untag Ortto records when new or updated opportunities arise in Capsule CRM

Related Zap Templates

Tag or untag Ortto records when new or updated opportunities arise in Capsule CRM