Capsule CRM + VideoAsk

Create VideoAsk contacts from new or updated Capsule CRM opportunities

Keep your contacts updated and streamline your communication process with this Capsule CRM and VideoAsk integration. Whenever there's a new or updated opportunity in Capsule CRM, this workflow creates a contact in the VideoAsk app, ensuring you never miss a chance to engage with potential customers and maintain solid connections. Stay organized and save time with this seamless automation.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create a Contact in a Videoask (OLD)Create a Contact in a videoask (linked to a specific videoask)
ActionWrite

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More things you can do with Capsule CRM and VideoAsk

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

- 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
- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Organization
  Required
- Name
- Email
  Required
- Phone_number
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
- Organization
- Videoask
  Required
Trigger
Instant
Try It
- Organization
Trigger
Polling
Try It
- Videoask
  Required
- Name
- Email
  Required
- Phone_number
- Product_name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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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CRM (Customer Relationship Management)

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About VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Related Zap Templates

Create tasks in Capsule CRM for new VideoAsk responses

Automatically create Capsule CRM contacts from new VideoAsk responses

Create VideoAsk contacts from new or updated Capsule CRM contacts