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Capsule CRM + zipForm Plus

Create contacts in zipForm Plus from new or updated opportunities in Capsule CRM

Stay on top of your Capsule CRM opportunities and seamlessly integrate them with zipForm Plus by setting up this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a contact in zipForm Plus, ensuring that your contact information is up-to-date and easily accessible. Say goodbye to manual data entry and improve your organization's efficiency with this streamlined process.

Stay on top of your Capsule CRM opportunities and seamlessly integrate them with zipForm Plus by setting up this automation. When a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a contact in zipForm Plus, ensuring that your contact information is up-to-date and easily accessible. Say goodbye to manual data entry and improve your organization's efficiency with this streamlined process.

  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!
    zipForm PluszipForm Plus
    Create Contact

    Triggers when a new contact is added to a zipForm Address Book.

    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
capsulecrm logo
capsulecrm logo

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

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  • CRM (Customer Relationship Management)

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zipform-plus logo
zipform-plus logo

About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.
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