Capsule CRM + ScoreApp

Capsule CRM + ScoreApp integrations

Create new Capsule CRM contacts when leads sign up in ScoreApp

Turn new leads into active contacts with ease using this streamlined workflow. The moment a lead signs up in ScoreApp, a corresponding contact will be created in Capsule CRM. This swiftly assists your team in building and managing relationships without the need for manual data entry. Experience seamless efficiency with this time-saving integration.

When this happens...
Lead Signed UpTriggers when a lead provides their details (normally name and email) via the lead form. If your lead form is configured to show after the quiz questions, all quiz answers and data will be available via this trigger.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with ScoreApp and Capsule CRM

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

- Scorecard
  Required
Trigger
Instant
Try It
- Scorecard
  Required
Trigger
Instant
Try It
- 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

- Scorecard
  Required
Trigger
Instant
Try It
- Scorecard
  Required
Trigger
Instant
Try It
- 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

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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CRM (Customer Relationship Management)

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About ScoreApp

ScoreApp is a quiz builder and lead generation tool for small businesses.

Learn moreLearn moreHelpHelp

Related categories

Marketing

Related Zap Templates

Create new Capsule CRM contacts from finished ScoreApp quizzes

Related Zap Templates

Create new Capsule CRM contacts from finished ScoreApp quizzes