Capsule CRM + SalesScreen

Capsule CRM + SalesScreen integrations

Create SalesScreen activities for new or updated Capsule CRM opportunities

Stay on top of new and updated opportunities in Capsule CRM with this efficient workflow. Whenever there's a change in your opportunities, this automation will instantly create an activity in SalesScreen to make sure your sales team remains aligned and informed. Boost your sales process and maintain seamless communication between your Capsule CRM and SalesScreen apps.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ActivityCreates a new record in SalesScreen.
ActionWrite

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More things you can do with Capsule CRM and SalesScreen

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

- 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
- External Record ID
  Required
- External User ID
  Required
- Activity Type
  Required
- Date
- App
Action
Write
- External User ID
  Required
- App
- Email
  Required
- Name
  Required
- External Team
Action
Search or 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
- External User ID
  Required
- Email
  Required
- Name
  Required
- External Team
- App
Action
Write
- External User ID
  Required
- App
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 SalesScreen

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

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Related categories

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Related Zap Templates

Create SalesScreen activities for new or updated Capsule CRM contacts

Related Zap Templates

Create SalesScreen activities for new or updated Capsule CRM contacts