Capsule CRM + SyndicationPro

Capsule CRM + SyndicationPro integrations

Update SyndicationPro contacts when new or updated contacts are detected in Capsule CRM

Keep your contact information up-to-date with this efficient workflow that connects Capsule CRM and SyndicationPro. When a contact is created or updated in Capsule CRM, this automation will simultaneously update the same contact in SyndicationPro, ensuring your data stays consistent across both platforms. Save time and maintain accuracy with this seamless integration.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Update a ContactTriggers when you update the contact.
ActionWrite

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More things you can do with Capsule CRM and SyndicationPro

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

- 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
- First Name
- Last Name
- Email
  Required
- Phone Number
- Residency
- Date of Birth
- Nickname
- Self Accreditation
- Verified Account
- Investment Capacity
- How did you hear about us
- Send Invitation Email
  Required
Action
Write
- First Name
- Last Name
- Phone Number
- Email Address
  Required
- Self Accreditation
- Verified Account
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
Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
Trigger
Instant
Try It
- Tags
- Email Address
  Required
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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About SyndicationPro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.

HelpHelp

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CRM (Customer Relationship Management)

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