Capsule CRM + Hire Aiva

Create new Hire Aiva leads from updated Capsule CRM opportunities

Stay informed about new and updated opportunities in Capsule CRM and effortlessly generate leads in Hire Aiva with this seamless workflow. Once configured, every time there's a change or addition to an opportunity in Capsule CRM, a new lead will be created in Hire Aiva, eliminating redundant manual tasks. This efficient automation helps maintain team synchronization and guarantees no business opportunity goes unnoticed.

Stay informed about new and updated opportunities in Capsule CRM and effortlessly generate leads in Hire Aiva with this seamless workflow. Once configured, every time there's a change or addition to an opportunity in Capsule CRM, a new lead will be created in Hire Aiva, eliminating redundant manual tasks. This efficient automation helps maintain team synchronization and guarantees no business opportunity goes unnoticed.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Hire AivaHire Aiva
    New Lead

    Creates a new lead for processing

    ActionWrite
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Supported triggers and actions

    • 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
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capsulecrm logo

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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hire-aiva logo
hire-aiva logo

About Hire Aiva

Aiva helps real estate agents convert online leads

Related categories

  • HR Talent & Recruitment