Capsule CRM + Zenvia Conversion

Create leads in Zenvia Conversion for new or updated contacts in Capsule CRM

Easily manage your leads with this Capsule CRM and Zenvia Conversion workflow. When a new or updated contact is added in Capsule CRM, a lead will be created in Zenvia Conversion. This way, you can streamline your sales process and keep track of potential customers without any manual effort. Stay organized and efficient by integrating both your CRM and lead management tools.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- 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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
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- The app to listen events fromRequired
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
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Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
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New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
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WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
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Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- ProspectRequired
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
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
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Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
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- Fields
Trigger
Instant
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Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
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Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
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Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
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WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
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- First NameRequired
- Last Name
- Phones
- Emails
- Category
- Address
- Sub Locality
- Locality
- Region
- Country
- Zip Code
- Source
- Campaign
- Medium
- Provider
- Listing Url
- Comments
- Store
- Provider Lead Id
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

Related categories

CRM (Customer Relationship Management)

Similar apps

About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Send messages in Zenvia Conversion for new or updated opportunities in Capsule CRM

Related Zap Templates

Send messages in Zenvia Conversion for new or updated opportunities in Capsule CRM

Capsule CRM + Zenvia Conversion

Create leads in Zenvia Conversion for new or updated contacts in Capsule CRM

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

Successful Call

Custom Event Raised

Prospect Created

Sale Loaded (Accepted Quote)

New Note

WhatsApp Message Received

Close Contact

Send Message Template

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

Prospect Archived

Unsuccessful Call

Prospect Edited

Reminder Set

Visit Logged

Prospect Transferred

WhatsApp Message Sent

Create Lead

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Zenvia Conversion

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates