Capsule CRM + Stikkum

Capsule CRM + Stikkum integrations

Create or update Stikkum leads from new or updated Capsule CRM opportunities

Keep your Capsule CRM opportunities and Stikkum leads up to date with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will save or update the corresponding lead in Stikkum, ensuring your data remains accurate and organized without any manual effort. Say goodbye to duplicate entries and outdated information, and focus on what matters most - growing your business.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Save or Update ContactsSaves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
ActionWrite

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More things you can do with Capsule CRM and Stikkum

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

- 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
- Behavior Events
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Database Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- City
- State
- Zip Code
- Company Name
- Agent Full Name
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
- Date of Birth
- Closing Date
- Type of loan
- EPO Date
- Fields to Exclude from Update
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Database Name
  Required
- Snooze Period (days)
  Required
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
New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Trigger
Instant
Try It
- iLink Alert Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- State
- City
- Zip Code
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
- Email
- Phone
Action
Write
- From database
  Required
- To database
  Required
- Note:
- First Name
- Last Name
- Email
- Mobile Number
- Phone Number
- Address
- Zipcode
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 moreLearn moreHelpHelp

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About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

HelpHelp

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