Capsule CRM + PhoneBurner

Capsule CRM + PhoneBurner integrations

Create PhoneBurner contacts from new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities with this seamless workflow. When new or updated opportunities arise in Capsule CRM, a contact is created in PhoneBurner, enabling you to promptly engage with potential clients. Boost your productivity and streamline your sales process with this automated solution.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Capsule CRM and PhoneBurner

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

- 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
- Folder
Trigger
Polling
Try It
- Search Email
- Search Phone
- Match Preference
- Include Trashed
Action
Write
- PhoneBurner Contact ID
  Required
- Folder
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes
- Tags
- Lead ID
- Name of the External CRM
- External CRM ID
- Transfer Record To
- Mark as New
- Rating
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
- Polling vs Webhook
Trigger
Polling
Try It
- Folder
  Required
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes/Description
- Tags
- Lead ID
- Lead Source ID
- Name of the External CRM
- External CRM ID
- Check for duplicates based on Email
- Check for duplicates based on Phone
- Duplicate Scrubbing Policy
- On Duplicate
- DNC List
Action
Write
- Contact ID
  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 PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

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Phone & SMS

Related Zap Templates

Update PhoneBurner contacts when new or updated Capsule CRM contacts trigger the action

Related Zap Templates

Update PhoneBurner contacts when new or updated Capsule CRM contacts trigger the action