Capsule CRM + PartnerStack

Capsule CRM + PartnerStack integrations

Create new Capsule CRM contacts from new PartnerStack application events

When a new application event occurs in PartnerStack, this workflow swiftly creates a corresponding contact in your Capsule CRM. It's a nifty tool for ensuring you never miss out on creating important contacts again, saving time and reducing manual data entry. This fluid link between PartnerStack and Capsule CRM makes it easier to manage your customer relationships and take prompt action on new opportunities.

When this happens...
New Application EventTriggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with PartnerStack and Capsule CRM

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

- Event
Trigger
Instant
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- Event
Trigger
Instant
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- Event
Trigger
Instant
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- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It

- Partner Key
  Required
- Deal Key
  Required
- Account Name
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Amount
  Required
- Close Date
  Required
- Stage
  Required
- Meta
Action
Write
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Write

- Partner Key
  Required
- Email
  Required
- Customer Key
  Required
- Name
- Phone Number
- Website
Action
Write
- Partner Key
- Deal Key
  Required
- Account Name
- Contact First Name
- Contact Last Name
- Amount
- Close Date
- Stage
- Meta
Action
Write
- Partner Key/Email
  Required
- Group Slug
- Partner Key
Action
Write
- Email
  Required
Action
Search
- Customer Key
  Required
- Partner Key
  Required
- Email
  Required
- Name
- Phone Number
- Website
Action
Search or write
- Partner Key/Email
  Required
- Group
- Email
  Required
- First Name
- Last Name
- Partner Key
- Metadata
Action
Search or 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

- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Partner Key
- Customer Key
- Name
  Required
- Actions Completed
Action
Write
- Partner Key
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Write
- Customer Key
  Required
- Amount
  Required
- Currency
- Transaction Key
- Product Key
Action
Write
- Customer Key
  Required
- Customer Key
- Partner Key
- Customer Name
- Customer Email
- External Provider Key
Action
Write
- Key
  Required
- Email
- First Name
- Last Name
- Company
- Status
- Meta
Action
Write
- Customer Key/Email
  Required
Action
Search
- Partner Key/Email
  Required
Action
Search
- Email
  Required
- Partner Key
  Required
- First Name
  Required
- Last Name
  Required
- Company
  Required
- Status
  Required
- Meta
Action
Search or write
- 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

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 PartnerStack

PartnerStack (formerly GrowSumo) is a growth automation platform that helps your company automatically manage and reward partners for promoting your business. Fully equip your partners for marketing, referral, and sales success with custom referral links and company pages. Engage partners through automated email campaigns and challenges, and then track partner performance with detailed analytics. Use the centralized dashboard to support all of your partner channels, including reseller, marketing, and referral partner programs. You can even ensure global compliance by funnelling all rewards through PartnerStack.

HelpHelp

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Marketing Automation

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