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Capsule CRM + Zapier Tables

Create Zapier Tables records for new or updated Capsule CRM opportunities

Keep your Capsule CRM opportunities organized by automatically creating a record in Zapier Tables each time a new or updated opportunity arises. This workflow ensures you never miss an update and maintains a centralized database for easy access and analysis. Save time and effort by streamlining your CRM management with this seamless integration.

Keep your Capsule CRM opportunities organized by automatically creating a record in Zapier Tables each time a new or updated opportunity arises. This workflow ensures you never miss an update and maintains a centralized database for easy access and analysis. Save time and effort by streamlining your CRM management with this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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