Capsule CRM + DeltaNet CRM

Add customers to DeltaNet CRM when new or updated contacts occur in Capsule CRM

Keep your contact data seamlessly updated across your CRM platforms with this automation. Whenever a new or updated contact is detected in Capsule CRM, it will automatically create or update a customer in DeltaNet CRM. This workflow ensures your CRM systems stay in sync, saving you time and ensuring accurate record keeping.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Add Customer
Create a new customer in DeltaNet.
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
- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- customer_emailRequired
- NoteRequired
- Date
Action
Write
- Customer emailRequired
- Start DateRequired
- RepeatRequired
- End Date
- ActionRequired
- Note
Action
Write
- Start dateRequired
- End dateRequired
- Event TitleRequired
- Event Info
Action
Write
- Customer EmailRequired
- Group IdRequired
Action
Write
- Customer emailRequired
- Blog IdRequired
Action
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
- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_emailRequired
- Blog IdRequired
Action
Write
- EmailRequired
- Group IDRequired
Action
Write
- Event IdRequired
Action
Write
- Customer EmailRequired
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer emailRequired
- Property AddressRequired
- CityRequired
- StateRequired
- Zip codeRequired
- Showing Date And TimeRequired
- Showing Note
Action
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 DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + DeltaNet CRM

Add customers to DeltaNet CRM when new or updated contacts occur 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

New Request

Add Note

Add To-Do

Create Calendar Event

Delete From Group

Unsubscribe Customer

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 Lead

Add Customer

Subscribe Customer

Add to Group

Delete Event

New Lead

Create Showing Request

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About DeltaNet CRM

Related categories

Similar apps

Zapier Interfaces