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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Project" from Capsule CRM.

Add your action

An action happens after the trigger—such as "Add Lead to Campaign" in HeyReach.

You’re connected!

Zapier seamlessly connects Capsule CRM and HeyReach, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Trigger
Instant
Try It
Follow Sent
Triggers when a prospect is followed from a campaign.
Trigger
Instant
Try It
InMail Sent
Triggers when an InMail is sent from a campaign.
Trigger
Instant
Try It
Message Reply Received
Triggers when a prospect replies to a message.
Trigger
Instant
Try It
Prospect Tag Updated
Triggers when a prospect's tag is updated.
Trigger
Instant
Try It
- Campaign
  Required
- LinkedIn Sender
- LinkedIn Profile URL
- First Name
- Last Name
- Email Address
- Company
- Custom Fields
Action
Write
- List Name
  Required
- List Type
Action
Write
- Campaign
  Required
Action
Write
- Sender Profile
  Required
- Conversation ID
  Required
- Message
  Required
- Subject
Action
Write
- Keyword
- Status
- LinkedIn Senders
- Limit
- Offset
Action
Search
- Campaign Id
  Required
Action
Search
- LinkedIn Sender Id
  Required
- Conversation ID
  Required
Action
Search
- Campaign
  Required
- Time From
- Time To
- Offset
- Limit
Action
Search
- Lead LinkedIn URL
  Required
Action
Search
- Keyword
- Campaigns
- List Type
  Required
- Offset
- Limit
Action
Search
- Linkedin Senders
- Campaigns
- Start Date
- End Date
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Campaign Completed
Triggers when a campaign finishes.
Trigger
Instant
Try It
Connection Request Sent
Triggers when you send a connection request.
Trigger
Instant
Try It
InMail Reply Received
Triggers when a prospect replies to an InMail message.
Trigger
Instant
Try It
Liked Post
Triggers when a post is liked.
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent from a campaign.
Trigger
Instant
Try It
Viewed Profile
Triggers when a profile is viewed.
Trigger
Instant
Try It
- List
  Required
- Lead LinkedIn URL
  Required
- First Name
  Required
- Last Name
  Required
- Lead Email
- Company
- Headline
- Position
- About
- Custom Fields
Action
Write
- List
  Required
- Lead Id
  Required
Action
Write
- Campaign
  Required
Action
Write
- Campaign
  Required
- Lead Member Id
- Lead URL
Action
Write
- Lead Linked In URL
- Lead Email
- Lead LinkedIn Id
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- Offset
- Limit
Action
Search
- LinkedIn Senders
- Campaigns
- Keyword
- Message Seen
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- List
  Required
- Keyword
- LinkedIn Lead Id
- Lead Profile URL
- Offset
- Limit
Action
Search
- Keyword
- Offset
- Limit
Action
Search
- List Id
  Required
Action
Search
- Sender Id
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Capsule CRM and HeyReach to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Capsule CRM to HeyReach integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

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

About HeyReach

HeyReach is a multi-account outreach platform for teams and agencies. Connect with new customers, talents, or leads in no-time

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

Connect Capsule CRM and HeyReach to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Capsule CRM and HeyReach to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Capsule CRM to HeyReach on the world's largest no-code automation platform