Capsule CRM + Quentn

Create or update Quentn contacts from new or updated Capsule CRM opportunities

Effortlessly manage your Capsule CRM opportunities and streamline your Quentn contacts with this workflow. With each new or updated opportunity in Capsule CRM, the automation will create or update a contact in Quentn to keep your records updated and organized. Maintain essential business relationships and save time by connecting your Capsule CRM and Quentn processes seamlessly.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Primary EmailRequired
- Gender
- Title
- First Name
- Last Name
- Company
- Job Title
- Date of Birth
- Country
- Street Address
- Street 2
- Postal Code
- City / Town
- Region
- Primary Email Status
- Secondary Email
- Add Tags
- Remove Tags
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Fax
- Website
- Skype
- Facebook
- Twitter
Action
Write
- Primary EmailRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Campaign Send ElementRequired
Trigger
Instant
Try It
- Primary EmailRequired
- Campaign Receive ElementRequired
Action
Write
- Primary EmailRequired
- Gender
- Title
- First Name
- Last Name
- Company
- Job Title
- Date of Birth
- Country
- Street Address
- Street 2
- Postal Code
- City / Town
- Region
- Primary Email Status
- Secondary Email
- Add Tags
- Remove Tags
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Fax
- Website
- Skype
- Facebook
- Twitter
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.

Learn more