Capsule CRM + SpotMe

Capsule CRM + SpotMe integrations

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.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create UserCreates a new user in a SpotMe workspace
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and SpotMe

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

- 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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Feed
  Required
- Title
- Body
  Required
- Image URL
Action
Write
- Workspace
- Photo URL
Action
Write
- Workspace
  Required
- ID
  Required
- Title
- Starts at
- Ends at
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- Workspace
  Required
- ID
- Email
Action
Search

- 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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Trigger only for activated users
Trigger
Polling
Try It
- Workspace
  Required
- ID
- Title
  Required
- Starts at
  Required
- Ends at
  Required
- Description
- Session capacity
- Open for registration?
- Speakers
- Parent session
- Targets
Action
Write
- Workspace
  Required
- User ID
- Email
  Required
- First name
  Required
- Last Name
  Required
Action
Write
- Workspace
  Required
- ID
  Required
- Email
- First name
- Last name
Action
Write
- Workspace
  Required
- User ID
- Email
  Required
- First name
  Required
- Last Name
  Required
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About SpotMe

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

HelpHelp

Related categories

Event Management

Related Zap Templates

Create SpotMe users from new or updated Capsule CRM contacts

Related Zap Templates

Create SpotMe users from new or updated Capsule CRM contacts