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Capsule CRM + Spinify

Create or update Spinify leads for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities in Capsule CRM by keeping your Spinify leads up to date. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, it will create or update a lead in Spinify accordingly. Save time and ensure your sales team always has the latest information at their fingertips.

Stay on top of your sales opportunities in Capsule CRM by keeping your Spinify leads up to date. With this workflow, whenever a new or updated opportunity is detected in Capsule CRM, it will create or update a lead in Spinify accordingly. Save time and ensure your sales team always has the latest information at their fingertips.

  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!
    SpinifySpinify
    Create or Update Lead

    Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.

    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

    • Value

    • 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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spinify logo
spinify logo

About Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

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