Capsule CRM + Podia

Capsule CRM + Podia integrations

Create Podia customers from new or updated Capsule CRM opportunities

Effortlessly streamline your Capsule CRM opportunities with this workflow that easily enrolls new or updated clients in your Podia courses and memberships. When an opportunity is created or updated in Capsule CRM, this automation subscribes the customer to a selected product in your Podia account. Say goodbye to manual data entry and maintain an organized customer base while ensuring a seamless customer experience.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Someone to Your CommunityAdds someone to your audience and adds them to a specific community plan (Only available on Podia Shaker plan).
ActionWrite

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More things you can do with Capsule CRM and Podia

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

- 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
Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- Product
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  Required
Action
Write
- Plan
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  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
Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
Try It
- Email
  Required
- Notify customer
  Required
- Cancel subscription at the end of current period
  Required
Action
Write
- Tag
- Email
  Required
- First name
- Last name
- Full name
Action
Write
- Waitlist
  Required
- Email
  Required
- First name
- Last name
- Full name
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 Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

Related Zap Templates

Enroll Podia customers from new or updated opportunities in Capsule CRM

Add Podia email list subscriptions for new or updated Capsule CRM opportunities

Subscribe new or updated Capsule CRM contacts to customers in Podia instantly