Capsule CRM + Top Producer

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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Contact
Creates 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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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- Website
- Tags
Action
Write

- 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
- Website
- Tags
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- 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
- 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.

Learn more

Related categories

CRM (Customer Relationship Management)

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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.

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CRM (Customer Relationship Management)

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Capsule CRM + Top Producer

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

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Create a Contact

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Forms

About Top Producer

Related categories

Similar apps

Zapier Forms