Capsule CRM + Hire Aiva

Create new Hire Aiva leads from new or updated Capsule CRM contacts

Effortlessly keep your sales team informed on potential leads with this Capsule CRM and Hire Aiva automation. Once set up, whenever a new or updated contact is added to Capsule CRM, a corresponding lead will be created in Hire Aiva. This way, you'll ensure your sales efforts are focused and streamlined, all while saving time and reducing manual data entry.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
New Lead
Creates a new lead for processing
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Lead Marked Interested
Triggers when a lead is marked as interested
Trigger
Instant
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Lead Marked Unresponsive
Triggers when a lead is marked as unresponsive
Trigger
Instant
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New Lead Received
Triggers when a new lead is received
Trigger
Instant
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Scripts
List of scripts.
Trigger
Polling
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- Lead Phone, Lead Email, or Lead IDRequired
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Appointment Booked
Triggers when an appointment is booked with a lead
Trigger
Instant
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Lead Marked Not Interested
Triggers when a lead is marked as not interested
Trigger
Instant
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Landline Lead
Triggers when a lead comes in with a landline number
Trigger
Instant
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Team Members
List of team members.
Trigger
Polling
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- Name
- Email Address
- Phone NumberRequired
- Lead SourceRequired
- Property Address
- Comments
- Lead TypeRequired
- ScriptRequired
- Assigned Agent
- Facebook Campaign Name
- External Lead ID
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.

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