Capsule CRM + Convoso

Update Convoso leads when new or updated Capsule CRM opportunities arise

Keep your Capsule CRM opportunities and Convoso leads updated seamlessly with this workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation will ensure the corresponding lead in Convoso is updated accordingly. Stay organized and efficient by ensuring your team always has the most up-to-date information across both platforms.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Lead: Update
This is to update lead data in convoso
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
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
Try It
List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone NumberRequired
- Country CodeRequired
- Campaign IDRequired
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead IDRequired
- User ID
- RecipientRequired
- Comments
- Callback Time ZoneRequired
- Callback TimeRequired
Action
Write
- Call Log IDRequired
- Extra Field 01
- Extra Field 02
Action
Write
- Phone NumberRequired
- Phone CodeRequired
- Campaign IDRequired
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- NameRequired
- Campaign IDRequired
- Description
- Status
Action
Write
- Call Log ID ★Required
- Revenue
- Return
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

- 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
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
Try It
Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
Try It
Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
Try It
- User IDRequired
Action
Write
- Callback IDRequired
Action
Write
- Callback IDRequired
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign IDRequired
- StatusRequired
Action
Write
- Lead IDRequired
Action
Write
- List IDRequired
Action
Write
- List IDRequired
- Name
- Campaign ID
- Status
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final OptionRequired
- Reached OptionRequired
- Success OptionRequired
- DNC OptionRequired
- Callback OptionRequired
- Contact OptionRequired
- Voicemail OptionRequired
Action
Write
- Lead IDRequired
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead IDRequired
- Start Time
- End Time
- Offset
- Limit
Action
Search
- StatusRequired
- List ID
- Campaign ID
Action
Search
- User EmailRequired
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

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 Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

Related categories

Sales & CRM

Capsule CRM + Convoso

Update Convoso leads when new or updated Capsule CRM opportunities arise

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

Email Template Event

List Event

DNC: Insert

Agent Monitor

Callback: Insert

Call Logs: Update

DNC: Delete

Lead: Insert

List: Insert

Revenue: Insert / Update

Status: Update

Agent Performance

Call Logs

DNC Records

Leads

Status

Users

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

Campaign Event

Inbound Number Event

Queue Event

Agent Monitor: Logout

Callback: Delete

Callback: Update

Campaigns: Set Status

Lead: Delete

List: Delete

List: Update

Status: Insert

Lead: Update

Callbacks

Campaigns

Lead Recordings

Lists

User Recordings

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Convoso

Related categories