Capsule CRM + Sperse

Add or update Sperse contacts for new or updated Capsule CRM opportunities

Seamlessly manage your sales opportunities and contacts with this Capsule CRM and Sperse automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow instantly adds or updates the corresponding contact information in Sperse. Capture every prospect and keep your contact list up-to-date without manual data entry, ensuring a streamlined business process.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Add or Update Contact
Creates a new contact.
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
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Match Existing Contact
- Contact TypeRequired
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Company Name
- Job Title
- Industry
- Work
- Personal
- Other
- Website
- LinkedIn
- Photo URL
- Work
- Home
- Mobile
- Street
- Address 2
- City
- State Name
- State Code
- Zip Code
- Country Name
- Country Code
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Source Code
- Channel Code
- Affiliate Code
- Referer URL
- Entry URL
Action
Write
- External Contact IDRequired
- Sperse Product CodeRequired
- Payment Period TypeRequired
- Is it Recurring Billing
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
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Get Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Match Existing Contact
- Override Lists
- Ignore Invalid Values
- Contact XREF
- Contact TypeRequired
- Create User
- User Password
- Send Welcome Email
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Driving License
- Driving License State
- Is Active Military Duty
- Is US Citizen
- Preferred Time of Day
- Person Affiliate Code
- Personal
- Alternative Personal
- Other Personal
- Work
- Alternative Work
- Other Work
- Mobile
- Mobile Ext
- Home
- Home Ext
- Work
- Work Ext
- Work 2
- Work 2 Ext
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Website
- LinkedIn
- Photo URL
- Facebook
- Instagram
- Twitter
- Google Reviews
- AngelList
- Zoom
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Company Name
- Organization Type
- Is Employed
- Job Title
- Employment Start Date
- Employee Count
- Date Founded
- EIN
- Annual Revenue
- Industry
- Company Phone
- Company Phone Extention
- Company Fax Number
- Company Email
- Company Website
- Company Facebook
- Company LinkedIn
- Company Instagram
- Company Twitter
- Company Google Reviews
- Company Crunchbase
- Company BBB URL
- Company Zoom
- Company Calendly
- Company Logo URL
- Company Affiliate Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Source Code
- Channel Code
- Affiliate Code
- Campaign ID
- Google Click ID
- Referer URL
- Applicant ID
- Application ID
- IP Address
- User Agent
- Site ID
- Site URL
- Date Created
- Entry URL
- Lead Stage Name
- Star
- Rating
- Tags
- Lists
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- UTM AdGroup
- UTM Name
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
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 more Help

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About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

Help

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Capsule CRM + Sperse

Add or update Sperse contacts for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Add or Update Contact

Match Existing Contact

Contact TypeRequired

Full Name

Prefix

First Name

Middle Name

Last Name

Nick Name