Capsule CRM + Sprout Studio

Create leads in Sprout Studio for new or updated contacts in Capsule CRM

Effortlessly manage your leads with this convenient workflow between Capsule CRM and Sprout Studio. Whenever a new or updated contact is added to Capsule CRM, this automation will create a lead in Sprout Studio, ensuring you never miss the opportunity to nurture potential clients. Streamline your sales process and save time by using this seamless connection between your CRM and photography business management software.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Lead
Triggers when a new lead is created.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- 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
- Status
Trigger
Instant
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New Shoot
Triggers when a new shoot is created.
Trigger
Instant
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- Status
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Company Name
- EmailRequired
- Phone Number
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Shoot Type
- Inquiry Date
- Booking Date
- Shoot Start Date and Time
- Shoot End Date and Time
- Shoot Location
- Brand
- Lead Source
- Additional Notes
- Price List
- Order Name
- Internal Notes
- Tax
- Currency
- Payment Schedule
- Name
- Qty
- Taxable
- Description
- Price
- Order Payment Date
- Order Payment Amount
- Order Payment Type
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- 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 Contact
Update an existing Contact
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
New Booking
Triggers when a lead is booked into a shoot.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Company Name
- EmailRequired
- Phone Number
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Shoot Type
- Shoot Start Date and Time
- Shoot End Date and Time
- Shoot Location
- Brand
- Lead Source
- Additional Notes
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