BuzzBoard Ignite + Capsule CRM

Create BuzzBoard Ignite profiles for new or updated Capsule CRM opportunities

Stay on top of your sales opportunities by automatically creating BuzzBoard Ignite profiles for new or updated Capsule CRM opportunities. With this workflow, whenever an opportunity is added or updated in Capsule CRM, a corresponding profile will be created in BuzzBoard Ignite, saving you time and ensuring valuable insights are always at your fingertips. Improve your sales process and make informed decisions with this seamless integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
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Create Profile
Triggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

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Supported triggers and actions

- ActionRequired
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Instant
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- ActionRequired
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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
Create Reminder
Adding reminders for the projects
Trigger
Instant
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New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
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New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
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Contact Updated
Updates an existing contact.
Trigger
Instant
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New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
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Note Updated
Updates an existing note.
Trigger
Instant
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- Record Id
- Business NameRequired
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business NameRequired
- First Name
- Last NameRequired
- Phone Number
- EmailRequired
- Mobile Number
- Profile Id
Action
Write
- Contact IdRequired
- First Name
- Last Name
- Phone Number
- Email
- Mobile Number
Action
Write
- Profile Id
- Business Name
- Website
- Record Id
- Zipcode
- City
- State
- Country
- Email
- Phone
- Address
- First Name
- Last Name
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 Profile
Triggered every time a new profile is created in BuzzBoard Insights.
Trigger
Instant
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New Facebook Custom Audience
Triggers every time a new facebook custom audience is created in BuzzBoard Insights.
Trigger
Instant
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New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
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Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
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Context Updated
Triggers when profile context is updated.
Trigger
Instant
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Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
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- Profile Id
- Business NameRequired
- Title
- Context
Action
Write
- Profile Id
- Business NameRequired
- Reminder Title
- Reminder Note
- Reminder DateRequired
Action
Write
- Business NameRequired
- SubjectRequired
- Write Note
- Profile Id
Action
Write
- Context idRequired
- Title
- Context
Action
Write
- Note idRequired
- Subject
- Write Note
Action
Write

About BuzzBoard Ignite

BuzzBoard Ignite is a data intelligence platform, sources 1000s of robust data points on SMBs. Plug-in to start streaming real-time intelligence.

Related categories

Dashboards

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)

BuzzBoard Ignite + Capsule CRM

Create BuzzBoard Ignite profiles for new or 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

Create Reminder

New Contact

New Note

Contact Updated

New Email to Facebook Custom Audience

Note Updated

Create Profile

Create Contact

Update Contact

Update Profile

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

New Profile

New Facebook Custom Audience

New Context

Profile Assets

Context Updated

Profile Updated

Create Context

Create Reminder

Create Note

Update Context

Update Note

About BuzzBoard Ignite

Related categories

About Capsule CRM

Related categories

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