Capsule CRM + RocketReach

Create new Capsule CRM contacts from new RocketReach contacts

"Streamline your process of managing new business contacts. When a new contact is added in RocketReach, this workflow instantly updates Capsule CRM with the same information. It enhances your real-time access to customer interactions, thereby refining your operational efficiency. Benefit from the seamless transmission of contact details between RocketReach and Capsule CRM, and enjoy a simplified, efficient business process."

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
- Keyword
- Name
- Title
- Employer
Action
Search
- 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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- Name
- Title
- Current Employer
- LinkedIn URL
Action
Write
- 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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or 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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

About RocketReach

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

PRODUCTS

CAPABILITIES

By team

Capsule CRM + RocketReach

Create new Capsule CRM contacts from new RocketReach contacts

New Contact

Find a Person

Keyword

Name

Title

Employer

New or Updated Opportunity

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Contact

Name

Title

Current Employer

LinkedIn URL

New or Updated Project

ActionRequired

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity