Capsule CRM + Loopy Loyalty

Create new contacts in Capsule CRM for each new enrollment in Loopy Loyalty

This workflow springs into action whenever there's a new enrollment in your Loopy Loyalty app, helping you create a new contact in Capsule CRM without any manual task. It saves you time and ensures every new loyalty enrollee is instantly added to your CRM system for better relationship management. Make your customer tracking process a breeze with this seamless process.

When this happens...
New Enrollment
Triggers when a customer enrols into a loyalty card programme.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

- CardRequired
Trigger
Instant
Try It
- CardRequired
Trigger
Instant
Try It
- CardRequired
Trigger
Instant
Try It
- Customer IdRequired
- Number of StampsRequired
Action
Write
- Campaign IdRequired
- MessageRequired
Action
Write

- Customer IdRequired
- MessageRequired
Action
Write
- CardRequired
- Unique Id TypeRequired
- Unique IdRequired
- Reward QuantityRequired
Action
Write

- CardRequired
- Unique Id TypeRequired
- Unique IdRequired
Action
Search
- 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

- CardRequired
Trigger
Instant
Try It
- CardRequired
Trigger
Instant
Try It
- CardRequired
Action
Write
- Campaign IdRequired
- Start
- Length
- Search
- Column Order
- Order Direction
- Field
- Operator
- Value
- CountRequired
Action
Write
- Customer IdRequired
- Card
- QuantityRequired
Action
Write
- CardRequired
- Unique Id TypeRequired
- Unique IdRequired
- Number of StampsRequired
Action
Write
- Customer IDRequired
Action
Search
- 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

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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