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Capsule CRM + webCRM

Capsule CRM + webCRM

Capsule CRM + webCRM integrations

Manage new or updated opportunities in Capsule CRM by creating or updating people in webCRM

Easily manage your sales leads with this efficient workflow that connects Capsule CRM to webCRM. Whenever there's a new or updated opportunity in Capsule CRM, it will create or update a corresponding person in webCRM. This automation ensures your sales contact information is always up-to-date, allowing your team to focus on closing deals and building relationships.

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

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More things you can do with Capsule CRM and webCRM

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

- 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
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- File Name
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search

- 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
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search

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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About webCRM

webCRM helps your sales team with the daily workflow and overview.

Learn moreLearn moreHelpHelp

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