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Capsule CRM + SpotMe

Create SpotMe users from new or updated Capsule CRM opportunities

Keep your sales and event management effortlessly connected with this Capsule CRM to SpotMe workflow. When a new or updated opportunity is detected in Capsule CRM, a user will be created in SpotMe, ensuring a seamless transfer of information for better collaboration across your teams. Take the manual work out of keeping your CRM and event platform in sync and focus on what matters most – closing deals and running successful events.

Keep your sales and event management effortlessly connected with this Capsule CRM to SpotMe workflow. When a new or updated opportunity is detected in Capsule CRM, a user will be created in SpotMe, ensuring a seamless transfer of information for better collaboration across your teams. Take the manual work out of keeping your CRM and event platform in sync and focus on what matters most – closing deals and running successful events.

  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!
    SpotMeSpotMe
    Create User

    Creates a new user in a SpotMe workspace

    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
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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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About SpotMe

From live to on-demand, SpotMe makes it easy to deliver digital experiences and event apps that your audience loves.

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