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Capsule CRM + RocketReach

Create RocketReach contacts for new or updated Capsule CRM opportunities

Stay on top of new and updated opportunities in Capsule CRM by easily creating contacts in RocketReach with this efficient workflow. Whenever an opportunity is added or updated in Capsule CRM, a contact will be created in RocketReach, ensuring your contact list remains updated and accurate. Save time and boost productivity by streamlining your CRM and contact management processes.

Stay on top of new and updated opportunities in Capsule CRM by easily creating contacts in RocketReach with this efficient workflow. Whenever an opportunity is added or updated in Capsule CRM, a contact will be created in RocketReach, ensuring your contact list remains updated and accurate. Save time and boost productivity by streamlining your CRM and contact management processes.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    RocketReachRocketReach
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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rocketreach logo
rocketreach logo

About RocketReach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

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