Capsule CRM + Reply

Capsule CRM + Reply integrations

Mark new or updated Capsule CRM opportunities as finished tasks in Reply

Effortlessly manage your sales opportunities with this seamless workflow that integrates Capsule CRM and Reply. When a new or updated opportunity surfaces in Capsule CRM, the automation updates it in Reply, enabling smooth communication and progress tracking with your leads. Enhance your sales productivity and keep your team aligned without any manual intervention.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Mark as FinishedMark as Finished a person in the campaign
ActionWrite

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More things you can do with Capsule CRM and Reply

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

- 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 Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
Try It
New Emails Sent
Triggers when new email sent (first step or follow-up).
Trigger
Instant
Try It
New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
Try It
Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
Try It
Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  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
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
Try It
New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
Try It
New Email Opened
Triggers when a person opens your email.
Trigger
Instant
Try It
New Email Replied
Triggers when a person replied.
Trigger
Instant
Try It
Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
Try It
- Campaign ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write
- Sequence Id
  Required
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
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 Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

Learn moreLearn moreHelpHelp

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Marketing Automation

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier