Capsule CRM + REIPro

Capsule CRM + REIPro integrations

Create REIPro property leads from new or updated Capsule CRM opportunities

Stay on top of your sales opportunities and efficiently manage leads with this Capsule CRM and REIPro automation. When new or updated opportunities occur in Capsule CRM, this workflow will create property leads in REIPro, ensuring your real estate investment business has an organized and up-to-date database. Save valuable time and improve lead management using this seamless integration between Capsule CRM and REIPro.

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

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More things you can do with Capsule CRM and REIPro

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

- 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
New Property
Triggers when a new property is added.
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Full Property Address
- Street Address
- City
- State
- Zip Code
- Phone
- Fax
- Email
- Notes
- Lead Source
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
New Buyer
Triggers when a new buyer is added.
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Phone
- Fax
- Email
- Notes
- Lead 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 REIPro

REIPro is the All-In-One Real Estate Investor Software CRM, Lead Generation, Deal Analyzer and more.

HelpHelp

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CRM (Customer Relationship Management)

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