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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 OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Capsule CRM and Quentn

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

- 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
- Primary Email
  Required
- 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 Email
  Required
Action
Search

- 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
- Campaign Send Element
  Required
Trigger
Instant
Try It
- Primary Email
  Required
- Campaign Receive Element
  Required
Action
Write
- Primary Email
  Required
- 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 moreLearn moreHelpHelp

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About Quentn

Quentn is a marketing automation tool that helps you to create and organize marketing processes.

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Marketing Automation

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