Capsule CRM + Skipio

Capsule CRM + Skipio integrations

Add contacts to Skipio group for new or updated opportunities in Capsule CRM

Easily manage your new or updated opportunities in Capsule CRM and improve communication by adding contacts to a group in Skipio. With this workflow, whenever an opportunity is created or updated in Capsule CRM, the contact associated with that opportunity will be added to a designated Skipio group. Stay organized and enhance your team's outreach efforts, all through seamless automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add Contact to GroupAdds contact to a contact group.
ActionWrite

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More things you can do with Capsule CRM and Skipio

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

- 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
- Group
  Required
Trigger
Polling
Try It
New Event
Triggers when an Event is first created in Skipio.
Trigger
Polling
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Event ID
  Required
Action
Write
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact Search
  Required
Action
Search
- Contact Search
  Required
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
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
New Contact
Triggers when a Contact is first created in Skipio
Trigger
Polling
Try It
Contact Opted-Out
Triggers when the mobile number for a Contact opts out of receiving messaging.
Trigger
Instant
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Search
  Required
Action
Search
- Event Search
  Required
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
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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About Skipio

Skipio is a conversational business texting platform that helps you automate sales and customer communication.

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Marketing

Related Zap Templates

Create events in Skipio for new or updated contacts in Capsule CRM

Related Zap Templates

Create events in Skipio for new or updated contacts in Capsule CRM