Capsule CRM + Vtiger CRM

Capsule CRM + Vtiger CRM integrations

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

Efficiently manage your Capsule CRM opportunities and Vtiger CRM leads with this seamless automation. Whenever a new or updated opportunity occurs in Capsule CRM, this workflow automatically creates or updates a lead in Vtiger CRM. Stay organized and save time by ensuring your customer information is always up-to-date and easily accessible in both platforms.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create or Update LeadCreates or updates lead.
ActionWrite

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More things you can do with Capsule CRM and Vtiger CRM

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

- 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
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
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 contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
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 Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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Create or update Vtiger CRM leads with new or updated Capsule CRM contacts

Manage new or updated Capsule CRM contacts by creating or updating them in Vtiger CRM