Capsule CRM + Clinchd

Create deals in Clinchd for new or updated Capsule CRM contacts

Easily manage your sales pipeline by connecting Capsule CRM and Clinchd with this automation. Whenever a new contact is added or an existing one is updated in Capsule CRM, a deal will be created in Clinchd, ensuring your sales process stays up-to-date and organized. Say goodbye to manual data entry and focus on closing deals instead.

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

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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
Contact Created
Triggers when a new contact is created
Trigger
Polling
Try It
- nameRequired
Action
Write
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
Action
Write
- nameRequired
Action
Write
- name
- Email
- Phone Number
Action
Search
- nameRequired
Action
Search
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Search or write
- nameRequired
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
Account Created
Triggers when a new account is created
Trigger
Polling
Try It
Product Created
Triggers when a new product is created
Trigger
Polling
Try It
- NameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Write
- notesRequired
- Deal IDRequired
Action
Write
- nameRequired
Action
Search
- External IDRequired
Action
Search
- nameRequired
Action
Search or write
- External IDRequired
- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
Action
Search or 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