Capsule CRM + Rex

Capsule CRM + Rex integrations

Create leads in Rex from new or updated opportunities in Capsule CRM

Stay on top of your sales opportunities with this efficient automation. When a new or updated opportunity arises in Capsule CRM, this workflow will instantly create a lead in the Rex app, ensuring your real estate business remains updated and organized. By connecting Capsule CRM and Rex, you'll save valuable time, improve teamwork, and streamline your sales process.

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

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More things you can do with Capsule CRM and Rex

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

- 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
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Lead ID
  Required
- Assignee
  Required
Action
Write
- Your Rex Agency Account
  Required
- Match Profile Category
  Required
- Contact ID
  Required
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Due date
  Required
- Remindee
  Required
- Priority
  Required
- Contact ID
- Listing ID
- Property ID
- Description
  Required
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Track
  Required
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency Account
  Required
- Calendar Event ID
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
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
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact IDs
- Property IDs
- Note
  Required
Action
Write
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Associated record type
  Required
- Record ID
  Required
Action
Write
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
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.

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About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

Related Zap Templates

Create leads in Rex from new or updated contacts in Capsule CRM

Related Zap Templates

Create leads in Rex from new or updated contacts in Capsule CRM