Capsule CRM + Hoops

Create Hoops customers from new or updated Capsule CRM contacts

Keep your Capsule CRM contacts and Hoops customers in sync with this seamless automation. Whenever a new or updated contact is detected in Capsule CRM, a corresponding customer will be created in Hoops, ensuring your customer information is consistently up-to-date across both platforms. This workflow simplifies contact management, saving you time and reducing manual entry errors.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Customer
Triggers when a Customer is created.
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
New Job
Triggers when a Job is created.
Trigger
Polling
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- Company Name
- Company EmailRequired
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First NameRequired
- Contact Last Name
- Contact EmailRequired
- Contact Phone Number
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
New Customer
Triggers when a Customer is created.
Trigger
Polling
Try It
- Job Title
- Reference
- Quantity
- Description
- Company Name
- Company EmailRequired
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First NameRequired
- Contact Last Name
- Contact EmailRequired
- Contact Phone Number
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