Capsule CRM + SendJim

Capsule CRM + SendJim integrations

Create SendJim contacts from new or updated Capsule CRM opportunities

Effortlessly keep your Capsule CRM opportunities and SendJim contacts in sync with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it instantly creates a contact in SendJim, ensuring that you never miss a potential client and can streamline your sales process. Stay organized and save time by adopting this seamless integration.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create ContactCreate a contact in SendJim
ActionWrite

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More things you can do with Capsule CRM and SendJim

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

- 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
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
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
- Timing
  Required
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Number of neighbors to mail
  Required
- Same street only
  Required
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
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 moreLearn moreHelpHelp

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About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

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Marketing