Capsule CRM + RevBoss

Capsule CRM + RevBoss integrations

Create RevBoss contacts for new or updated Capsule CRM contacts

Easily maintain your contact list across Capsule CRM and RevBoss with this efficient workflow. Whenever a contact is added or updated in Capsule CRM, the same contact will be created in RevBoss seamlessly. This automation saves your time and ensures consistency in both applications, helping you focus on more important tasks.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in RevBoss.
ActionWrite

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More things you can do with Capsule CRM and RevBoss

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

- 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
- Email
  Required
- Segment
  Required
- Company_domain
- First_name
- Last_name
- Middle_name
- Nickname
- Linkedin_url
- Job_title
- Phone_number
- City
- State
- Country
- Company_name
- Company_linkedin_url
- Company_size
- Company_industry
- Company_location
- Company_linkedin_id
- Company_phone_number
- Company_city
- Company_state
- Company_country
- Company_keywords
- Company_annual_revenue
- Company_seo_description
- Company_number_of_retail_locations
- Company_technologies
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
- Event_type
  Required
- Flow
Trigger
Instant
Try It
- Email
  Required
- Suppression_type
  Required
- Title
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 RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

HelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Add contacts to RevBoss suppression list from new or updated opportunities in Capsule CRM

Related Zap Templates

Add contacts to RevBoss suppression list from new or updated opportunities in Capsule CRM