Capsule CRM + SurveySensum

Create SurveySensum shares for new or updated Capsule CRM opportunities

Keep your Capsule CRM opportunities connected to your SurveySensum shares with this efficient workflow. Whenever a new or updated opportunity occurs in your Capsule CRM account, this automation will create a new share in SurveySensum for seamless coordination between the two platforms. Save time and enhance your CRM management with this powerful integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Create New Share
This action enables user to create a new email Share
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
Get Email Templates
Returns the list of email templates present in user account
Trigger
Polling
Try It
- Select SurveyRequired
- Camp NameRequired
- From NameRequired
- Send To Email Ids
- Reply ToRequired
- SubjectRequired
- Email Template IdRequired
- LinkGenerationMetadata
Action
Write

- ActionRequired
Trigger
Instant
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- 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
Get Contacts
List of contacts present in the user account
Trigger
Polling
Try It
- SurveyRequired
Trigger
Instant
Try It

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)

Similar apps

About SurveySensum

SurveySensum offers an end to end Customer Experience Platform that measures and improves your CX metrics with CES, NPS, and CSAT surveys. It lets you gather customer feedback at all touchpoints and turn them into actionable insights. After receiving feedback it enables you to prioritize actions to improve products or services and proactively reduce churn and drive growth. Also, its Conversation Analysis platform allows you to discover new trends and insights with real-time text and sentiment analysis on qualitative voice of the customer data from sources like Chat bot conversations, app store reviews, social media etc and save hours of manual data processing with automated feedback tagging.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

Capsule CRM + SurveySensum

Create SurveySensum shares for new or updated Capsule CRM opportunities

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Get Email Templates

Create New Share

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Get Contacts

New Response

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About SurveySensum

Related categories

Similar apps

Zapier Interfaces