Capsule CRM + Plezi

Capsule CRM + Plezi integrations

Create or update Plezi contacts for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities in Capsule CRM and seamlessly manage your contacts in Plezi with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will create or update the corresponding contact in Plezi, ensuring your contact information is consistently up-to-date across both platforms. Save time and effort by streamlining your contact management process with this powerful integration.

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

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More things you can do with Capsule CRM and Plezi

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

- 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
- Attribute
Trigger
Polling
Try It
- Contact Status
  Required
- All Contacts
Trigger
Polling
Try It
- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  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
- Content
  Required
Trigger
Polling
Try It
- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
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 Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

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Marketing Automation

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Related Zap Templates

Create or update Plezi contacts from new or updated Capsule CRM contacts

Related Zap Templates

Create or update Plezi contacts from new or updated Capsule CRM contacts