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Capsule CRM + Searchie

Manage new or updated Capsule CRM opportunities by adding or updating Searchie audiences

Effortlessly manage your Capsule CRM opportunities and keep your Searchie audience updated with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation will add or update the corresponding audience in your Searchie app, ensuring accurate and up-to-date information across both platforms. Save time and optimize your sales process with this efficient and easy-to-use integration.

Effortlessly manage your Capsule CRM opportunities and keep your Searchie audience updated with this seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation will add or update the corresponding audience in your Searchie app, ensuring accurate and up-to-date information across both platforms. Save time and optimize your sales process with this efficient and easy-to-use integration.

  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!
    SearchieSearchie
    Add or Update Audience

    Adds audience to a Searchie account.

    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

    • 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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searchie logo
searchie logo

About Searchie

Searchie is platform that allows you to create, manage, and sell your content all in one place.

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