Capsule CRM + Relatable

Capsule CRM + Relatable integrations

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

Effortlessly manage your contacts between Capsule CRM and Relatable with this convenient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will instantly create or update the corresponding contact in Relatable, ensuring your records stay current without any manual intervention. Streamline your CRM process and focus on building valuable relationships with this seamless integration.

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

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More things you can do with Capsule CRM and Relatable

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

- 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 Reminder Created
Triggers when a new reminder is created in Relatable
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- One Line Bio
- Location
- Spheres
  Required
- Topics
- Companies
- Birthday
- Special Dates
- Custom Fields
- Websites and Links
- Email Addresses
- Phone Numbers
- Physical Addresses
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
Contact Removed or Added to Sphere
Triggers when a contact is removed/added to a Sphere inside of Relatable.
Trigger
Instant
Try It
- Email Address
- Contact Id
- Title
  Required
- Body
  Required
- Timestamp
  Required
- Interaction Type
Action
Write
- Prompt
  Required
- Wait For Response
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 Relatable

Relatable is a personal CRM that helps you be excellent with people.

HelpHelp

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Related Zap Templates

Manage new or updated Capsule CRM contacts by creating or updating them in Relatable

Related Zap Templates

Manage new or updated Capsule CRM contacts by creating or updating them in Relatable