Capsule CRM + Wheelbase

Capsule CRM + Wheelbase integrations

Create Wheelbase customers from new or updated Capsule CRM opportunities

Effortlessly manage your growing customer base with this Capsule CRM to Wheelbase automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create a customer in your Wheelbase app, ensuring seamless tracking and organization of your leads. Enjoy a simplified process and stay on top of your business opportunities with ease.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create CustomerCreate a new customer.
ActionWrite

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More things you can do with Capsule CRM and Wheelbase

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

- 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
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Rental
Triggers when a new rental is created.
Trigger
Polling
Try It
- Reservation
  Required
- Vehicle
- Start Date
- End Date
- Pickup Street Address
- Pickup Apartment/Suite/Other
- Pickup City
- Pickup State
- Pickup Postal Code
- Pickup Country
- Pickup Latitude
- Pickup Longitude
- Dropoff Street Address
- Dropoff Apartment/Suite/Other
- Dropoff City
- Dropoff State
- Dropoff Postal Code
- Dropoff Country
- Dropoff Latitude
- Dropoff Longitude
Action
Write
- Name of Vehicle
  Required
- Type
  Required
- Vehicle Year
- Vehicle Make
  Required
- Vehicle model
  Required
- Location
- Description
Action
Write
- Rental
- Type
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
- Status
Trigger
Polling
Try It
New Message
Triggers when a new message is created.
Trigger
Polling
Try It
- Vehicle
  Required
- Start Date
  Required
- End Date
  Required
- Renter Type
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone
- Locale
- Street Address
- Apartment/Suite/Other
- City
- State
- Postal Code
- County
- Country
Action
Write
- Customer
- First Name
- Last Name
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 Wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

HelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Add new or updated Capsule CRM contacts to Wheelbase as customers

Related Zap Templates

Add new or updated Capsule CRM contacts to Wheelbase as customers