Capsule CRM + LassoCRM

Create registrants in LassoCRM from new or updated opportunities in Capsule CRM

Stay on top of your deal pipeline by seamlessly connecting Capsule CRM and LassoCRM. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a registrant is created in LassoCRM. This automation ensures your sales team can efficiently manage leads and prioritize their follow-ups, without needing to manually transfer data between systems.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Registrant
Creates a new Registrant on a project.
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
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- History IDRequired
- Subject
- Type
Action
Write
- Automatically merge duplicates
- Title
- First NameRequired
- Last NameRequired
- Email
- Email Type
- Phone
- Phone Type
- Address
- City
- Country
- State
- ZipCode
- Address Type
- Contact Preference
- Company
- Birthday
- Nickname
- Rating
- Follow Up Process
- History Body
- History Subject
- History Type
- Note
- Source Type
- Secondary Source Type
- Send Sales Rep Assignment Notification
- Rotation
- Thank You Email by Id
- Domain Account ID for website tracking for a Registrant
- GUID for website tracking for a Registrant
- 1 - Question
- 1 - Answer
- 2 - Question
- 2 - Answer
- 3 - Question
- 3 - Answer
- 4 - Question
- 4 - Answer
- 5 - Question
- 5 - Answer
- Would you like to add more questions?
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
New Registrant
Triggers when a new registrant is added.
Trigger
Polling
Try It
- BodyRequired
- CreatedBy - First Name
- CreatedBy - Last Name
- Date
- Registrant IDRequired
- Subject
- Type
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