Arlo + Capsule CRM

Update Arlo contacts when new or updated opportunities arise in Capsule CRM

Effortlessly maintain up-to-date contact information in Arlo with this Capsule CRM-Arlo workflow. When a new or updated opportunity arises in Capsule CRM, the contact details within Arlo are seamlessly updated, fostering efficient communication and minimizing time spent managing customer data. Enhance your CRM processes and keep accurate records with this simple yet effective automation.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Update Contact
Update an existing contact
ActionWrite

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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
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Email
- Code
- Work Phone
- Home Phone
- Mobile Phone
- Status
- Created Date Time
- Last Modified Date Time
- Postal Address: Street Line 1
- Postal Address: Street Line 2
- Postal Address: Suburb Or Region
- Postal Address: City
- Postal Address: State Or Province
- Postal Address: Post Code
- Postal Address: Country
- Marketing: Newsletter Subscriber
- Marketing: Suppress Bulk Post
- Marketing: Suppress Bulk Email
- Employment Organisation ID
Action
Write
Update Registration
Update an existing registration
Action
Write
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
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
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
- Included Information
Trigger
Instant
Try It
Create Contact
Creates a new contact
Action
Write
Create Organisation
Creates a new organisation
Action
Write
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search
- Included Information
Action
Search or write

About Arlo

Arlo is a complete training management solution to promote, sell, and deliver courses and events.

Learn more

Related categories

Event Management

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Update Arlo contacts when new or updated contacts are detected in Capsule CRM

Related Zap Templates

Update Arlo contacts when new or updated contacts are detected in Capsule CRM

Arlo + Capsule CRM

Update Arlo contacts when new or updated opportunities arise in Capsule CRM

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Updated Contact

Updated Event

Updated Multi-Session Event Registration

Updated Elearning Registration

Updated Order

Updated Basic Event Registration

Update Contact

Update Registration

Find Event

Find Elearning Registration

Find Organisation

Find or Create Contact

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Contact

New Event

New Multi-Session Event Registration

New Elearning Registration

New Order

New Basic Event Registration

Create Contact

Create Organisation

Find Contact

Find Multi-Session Event Registration

Find Order

Find Basic Event Registration

Find or Create Organisation

About Arlo

Related categories

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates