Capsule CRM + Synchroteam

Create customers in Synchroteam from updated Capsule CRM contacts

Need to keep your contact details updated across platforms? Now, with the help of Zapier, this integration will automatically add every new contact from Capsule CRM into Synchroteam as a new customer, saving you time for more important work.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Customer
Create a new customer
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
- ShowRequired
Trigger
Polling
Try It
- Show
Trigger
Polling
Try It
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Write
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- MyId
- Num
Action
Search
- Id
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Search or write
- Id
- Job reference
- Num
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
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
- ShowRequired
Trigger
Polling
Try It
- ShowRequired
Trigger
Polling
Try It
- myId
- NameRequired
- AddressRequired
- Address Street
- Address Complement
- Address ZIP
- Address City
- Address Province
- Address Country
- Contact Last Name
- Contact First Name
- Contact Phone
- Contact Mobile
- Contact Email
- Contact Fax
Action
Write
- Job reference
- Job description
- Customer reference
- Customer nameRequired
- Site reference
- Site name
- Equipment reference
- Equipment name
- Job type nameRequired
- Report template name
Action
Write
- Job Id
- Job reference
- Job number
- Scheduled date startRequired
- Scheduled date endRequired
- Technician's loginRequired
Action
Write
- Id
- myId
- Name
Action
Search
- Id
- myId
- Name
Action
Search
- Id
- Equipment Reference
- Equipment nameRequired
- Customer ReferenceRequired
- Site Reference
Action
Search or write
- Id
- Site Reference
- Site NameRequired
- AddressRequired
- Customer referenceRequired
Action
Search or 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 more

Related categories

CRM (Customer Relationship Management)

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About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

Related categories

Scheduling & Booking

Related Zap Templates

Add new Synchroteam customers to Capsule CRM

Related Zap Templates

Add new Synchroteam customers to Capsule CRM

Capsule CRM + Synchroteam

Create customers in Synchroteam from updated Capsule CRM contacts

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

New or Updated Jobs

New or Updated Site

Create Equipment

Create Site

Get or Create Customer

Get or Create Job

Get or Create a Customer

Get Or Create Job

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 or Updated Customer

New or Updated Equipment

Create Customer

Create Job

Schedule Job

Get or Create Equipment

Get or Create Site

Get Or Create Equipment

Get Or Create Site

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Synchroteam

Related categories

Related Zap Templates

Related Zap Templates