Capsule CRM + Spinify

Capsule CRM + Spinify integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update LeadAdd 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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More things you can do with Capsule CRM and Spinify

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

- 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
- Object ID
  Required
- Name
- Owner
  Required
- Last Updated
  Required
- Is Closed
  Required
- Type
- Case Number
- Origin
- Reason
- Contact Email
- Contact Mobile
- Contact Phone
- Is Escalated
- Is Closed on Create
- Priority
- Subject
- Web Company
- Web Email
- Web Phone
- Web Name
- Closed Date
- Created Date
- Status
- Record URL
- Record Type
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- From Address
- Has Attachment
- Is Incoming
- Case ID
- To Address
- CC Address
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Is Closed
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
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
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Activity Date
- Status
  Required
- Duration in Seconds
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
- Record URL
- Amount
  Required
- Is Closed
  Required
- Is Won
  Required
- Sales Stage
- Last Updated
  Required
- Lead Source
- Last Contacted
- Close Date
- Created
- Probability
- Forecast Category
- Next Step
- Expected Revenue
- Record Type
- Is Private
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Is Qualified
  Required
- Company
- Qualified Date
- Created Date
  Required
- Status
  Required
- Last Updated
  Required
- Record URL
- Record Type
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.

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

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