Capsule CRM + Windsor.ai

Add new or updated Capsule CRM contacts to Windsor.ai crm data

Keep your Capsule CRM contacts updated in Windsor.ai with this seamless automation. Whenever you have a new or updated contact in Capsule CRM, this workflow will ensure their information is added to Windsor.ai, making sure your CRM data is consistently up-to-date. Save valuable time and eliminate manual entry efforts, allowing you to focus on other essential tasks.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Date & Time
- Conversion NameRequired
- Conversion IDRequired
- Revenue
Action
Write
- DateRequired
- SourceRequired
- MediumRequired
- Campaign
- Ad Content
- Keyword / Term
- Type
- SpendRequired
- Impressions
- Clicks
Action
Write
- Conversion IDRequired
- Date & Time
- Conversion NameRequired
- Revenue
Action
Search or write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Date & TimeRequired
- Customer IDRequired
- SourceRequired
- MediumRequired
- Campaign
- Keyword / Term
Action
Write
- Date & Time
- Conversion NameRequired
- Conversion IDRequired
- Revenue
Action
Write
- Conversion IDRequired
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 more