Capsule CRM + Top Producer

Capsule CRM + Top Producer integrations

Create contacts in Top Producer from new or updated opportunities in Capsule CRM

Effortlessly manage your leads and keep track of opportunities by connecting Capsule CRM and Top Producer. With this workflow, whenever a new or updated opportunity arises in Capsule CRM, a contact will be created in Top Producer, streamlining your sales and client engagement process. Enhance your efficiency and never miss a potential sale with this powerful automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a ContactCreates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
ActionWrite

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More things you can do with Capsule CRM and Top Producer

Discover other triggers and actions you can use with Capsule CRM and Top Producer

- 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

- 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
- Lead Provider
- Contact ID
- First Name
- Last Name
- Home Phone
- Mobile Phone
- Work Phone
- Email
- Subject
- Message
- Role
- Source
- Subsource
- Date/Time
- Contact Status
- Financing Approved
- Interest Level
- Timeframe
- Street Address - Primary Property
- City - Primary Property
- State/Prov - Primary Property
- Zip/Postal Code - Primary Property
- MLS Number - Inquiry Property
- Street Address - Inquiry Property
- City - Inquiry Property
- State/Prov - Inquiry Property
- Zip/Postal Code - Inquiry Property
- Beds
- Baths
- Square Feet
- Listing Price
- Listing URL
- Area of Interest
- Beds
- Baths
- Min Price
- Max Price
- Square Feet
- Property Type
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 Top Producer

Top Producer is a real estate CRM that simplifies the follow-up process so you can focus on what matters most—building lifelong relationships with your customers.

HelpHelp

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CRM (Customer Relationship Management)

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