Capsule CRM + Genoo

Create Genoo leads from new or updated Capsule CRM opportunities

Effortlessly manage your sales process by connecting Capsule CRM and Genoo in a seamless workflow. When a new or updated opportunity arises in Capsule CRM, this automation instantly creates a lead in Genoo, ensuring your marketing efforts remain efficient and organized. Close deals faster and stay on top of potential leads without any manual intervention.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Lead
Add or update Lead Record within your Genoo account.
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
New Marketing Qualified Lead
Get New Marketing Qualified Leads.
Trigger
Polling
Try It
New Won Opportunity
Will retreive recent Won Opportunities.
Trigger
Polling
Try It
- Select Genoo EmailRequired
- Send Now?Required
- Email AddressRequired
Action
Write
- Order NumberRequired
- Order StatusRequired
- Customer EmailRequired
- Line Item Quantity
- Line Item Total Price
- Line Item Variant Title
- Line Item Variant Info
- Line Item Product ID
- Line Item Unit Price
- Total Price
- Shipping Amount
- Shipping Weight
- Tax Amount
- Subtotal Price
- Order Date
- Order Note
- Financial Status
- Fulfillment Status
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address Company
- Billing Address State
- Billing Address Province
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping Address City
- Shipping Address Company
- Shipping Address State
- Shipping Address Province
- Shipping Address Postal Code
- Shipping Address Country
- Customer First Name
- Customer Last Name
Action
Write
- WebinarRequired
- Attendee Email AddressRequired
- Attended LiveRequired
- Time on Live Room
- Watched Replay
- Time on the Replay
- Activity Points
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
- LeadTypeRequired
Trigger
Polling
Try It
New Opportunity
Pull New Opportunities from Your Genoo Account.
Trigger
Polling
Try It
- Select Nurturing SequenceRequired
- Assign Only if Higher LevelRequired
- Email AddressRequired
Action
Write
- Lead TypeRequired
- Append Multi-Value Fields?Required
Action
Write
- Lead's EmailRequired
- Email of Who Is Mtg With LeadRequired
- Activity NameRequired
- Activity TypeRequired
- Activity Start Date & TimeRequired
- Activity End Date & Time
- Activity Description
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 Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

Related categories

Marketing Automation

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Zapier Interfaces

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

Related Zap Templates

Create Genoo leads from new or updated Capsule CRM contacts

Related Zap Templates

Create Genoo leads from new or updated Capsule CRM contacts

Capsule CRM + Genoo

Create Genoo leads from new or updated Capsule CRM opportunities

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 Marketing Qualified Lead

New Won Opportunity

Create Email Recipient

Create Order

Record Webinar Attendance

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 Type Members

New Opportunity

Create Nurturing Sequence Subscriber

Create Lead

Add Scheduled Activity for Lead

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Genoo

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates