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Capsule CRM + Outplay

Save new or updated Capsule CRM opportunities as Outplay prospects

Seamlessly connect Capsule CRM and Outplay to enhance your sales process. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, the prospect will be saved in Outplay. This integration helps ensure that your sales team stays on top of potential customers without manual intervention, optimizing your CRM management and lead nurturing efforts.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Save ProspectCreate or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
ActionWrite

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More things you can do with Capsule CRM and Outplay

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

- 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
Meeting Booked
Triggers when meeting is booked.
Trigger
Instant
Try It
New Prospect
Triggers when Prospect is created in Outplay.
Trigger
Instant
Try It
Update Prospect
Triggers when Prospect is updated in Outplay.
Trigger
Instant
Try It
- Meeting Slug
  Required
- Fields
  Required
Action
Write

- 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
Mail Received
Triggers on receiving a mail from Prospect in Outplay.
Trigger
Instant
Try It
Prospect Note Added
Triggers when new note is added to a prospect.
Trigger
Instant
Try It
Optout Prospect
Triggers when Prospect has opted out in Outplay.
Trigger
Instant
Try It
- Email
- FirstName
- LastName
- Phone
- Title
- TimeZone(IANA)
- Linkedin
- Facebook URL
- Twitter Handle
- City
- State
- Country
- Company
- SequenceIdentifier
- Tags
- Fields
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 Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

HelpHelp

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CRM (Customer Relationship Management)

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