AgentFire + Capsule CRM

Create new AgentFire leads from updated Capsule CRM opportunities

Stay on top of every opportunity in your Capsule CRM and never miss a chance to convert them into leads for your AgentFire platform. With this automation, whenever a new or updated opportunity emerges in Capsule CRM, a lead will be created in AgentFire seamlessly. Streamline your sales pipeline and close deals faster as the process runs smoothly in the background, enhancing your team's efficiency and productivity.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create New Lead
Send new lead to AgentFire Lead Manager
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Trigger
Instant
Try It
Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Trigger
Instant
Try It
Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Trigger
Instant
Try It
- Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
Action
Write
- Lead ID
- Name
- Phone
- Email
Action
Search
- Lead ID
- Name
- Phone
- Email
- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Search or 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
Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured in the Lead Manager.
Trigger
Instant
Try It
Page View
Triggers when a page view event is recorded in the Lead Manager.
Trigger
Instant
Try It
- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Write
- Name
- Email
- Phone
Action
Search
- Name
- Email
- Phone
- Address
Action
Search

About AgentFire

AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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)

AgentFire + Capsule CRM

Create new AgentFire leads from updated Capsule CRM opportunities

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

Lead Marked as Hot

Notes Added to Lead

Updated Lead

Update Lead

Find Lead

Find or Create Lead

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

Lead Assigned to Agent/Office

New Lead

Page View

Create New Lead

Find Agent

Find Office

About AgentFire

Related categories

Similar apps

Zapier Interfaces

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces