Capsule CRM + respond.io

Update respond.io contacts when new or updated opportunities arise in Capsule CRM

Keep your respond.io contacts updated with the latest information from your Capsule CRM opportunities by automating this workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation ensures the corresponding contact in respond.io is updated with the most recent details. Stay organized and save time by streamlining your CRM data updates with this efficient process.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update ContactUpdates Contact Field(s) of a Contact. Leave the contact field empty if you want to remain the existing value.
ActionWrite

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More things you can do with Capsule CRM and respond.io

Discover other triggers and actions you can use with Capsule CRM and respond.io

- 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
Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
Try It
- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It
- Identifier Type
  Required
- Comment
  Required
Action
Write
- Identifier Type
  Required
- Tags
  Required
Action
Write
- Name
  Required
- Description
- Slug
- Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
- Assignment Type
  Required
Action
Write
- Identifier Type
  Required
- Lifecycle Stage Name
  Required
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Identifier Type
  Required
- Message Id
  Required
Action
Search
- Search
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
Call Ended
Triggers when a Call is ended.
Trigger
Instant
Try It
Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Trigger
Instant
Try It
New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It
- Message Type
- Source of the Event
Trigger
Instant
Try It
- Name
  Required
- Description
- Color Code
- Emoji
Action
Write
- Identifier Type
  Required
- Contact's First Name
  Required
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Name
  Required
Action
Write
- Identifier Type
  Required
- Channel Type
  Required
- Message Type
  Required
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Conversation Status
  Required
Action
Write
- Current Name
  Required
- Name
- Description
- Color Code
- Emoji
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- User ID
  Required
Action
Search

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 respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Send messages in respond.io for new or updated contacts in Capsule CRM

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