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Capsule CRM + Wicked Reports

Track clicks in Wicked Reports for new or updated opportunities in Capsule CRM

Keep track of your Capsule CRM opportunities and effortlessly measure their impact with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, this automation will send the relevant data to Wicked Reports, triggering the Track a Click action. Stay organized and maintain a clear overview of your business performance without any manual effort.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Track a ClickInsert a new captured click.
ActionWrite

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More things you can do with Capsule CRM and Wicked Reports

Discover other triggers and actions you can use with Capsule CRM and Wicked Reports

- 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
- SourceSystem
- ContactId
  Required
- CreateDateTime
  Required
- Timezone
- Email
  Required
- FirstName
- LastName
- City
- State
- Country
- IpAddress
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
- Email
  Required
- IpAddress
- ClickDateTime
- Timezone
- TimeOffset
- Source
- Campaign
- Term
- Medium
- Content
- ConversionType
  Required
Action
Write
- SourceSystem
- CustomerEmail
  Required
- OrderId
  Required
- OrderTotal
  Required
- OrderCurrency
- OrderDateTime
  Required
- OrderTimeZone
- ProductId
- ProductName
- CustomerCity
- CustomerState
- CustomerCountry
- IpAddress
- SubscriptionId
- IsRefund
  Required
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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About Wicked Reports

Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.

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Marketing Automation

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