Capsule CRM + CRM in Cloud
Create or update CRM in Cloud leads from new or updated Capsule CRM contacts
Effortlessly maintain consistent customer data between Capsule CRM and CRM in Cloud with this automation workflow. Whenever a new or updated contact is created in Capsule CRM, it will immediately create or update the corresponding lead in CRM in Cloud. Keep your contacts up to date across both platforms without any manual effort, allowing you to focus on building strong customer relationships.
Effortlessly maintain consistent customer data between Capsule CRM and CRM in Cloud with this automation workflow. Whenever a new or updated contact is created in Capsule CRM, it will immediately create or update the corresponding lead in CRM in Cloud. Keep your contacts up to date across both platforms without any manual effort, allowing you to focus on building strong customer relationships.
- When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update LeadCreates a new Lead, or update an exising one specifying its ID field value.
ActionWriteCreate a new record or update an existing record in your app.
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ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
NameRequired
Board
Description
Expected Close Date
Track
Opportunity
Owner
Tags
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch usingRequired
TypeRequired
About
Email Address
Street Address
City
State
Zip Code
Country
Phone Number
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundList IDRequired
Anagraphic TypeRequired
Email typeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planThe unique id of the Catalog
Product code
Product name
Active product
Availability
Barcode
Category
Cost
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner Id
Owner Id Friendly Name
Owner Id User Account
Print long description in quotes
Quantity
Quantity per box
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the photo of the contact
The Volume of the product
Unit of measure
Unit price
Validity date
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id of the Contact
Name
Surname
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phone 2
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Region
Skype
Source
Source Description
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase
Phase expiration date
Probability (%)
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Auto Change Ticket Status On First Activity
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner Id
Owner Id Friendly Name
Owner Id User Account
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
Company Unique Id
Company name
Natural person
Surname
Name
Address
Anagraphic Company Type Id
Anagraphic Company Type Id Description
Anagraphic Industry Id
Anagraphic Industry Id Description
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner Id
Owner Id Friendly Name
Owner Id User Account
Payment condition
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
Source Description
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id
Name
Surname
Company
Address
Anagraphic Industry Id Description
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Conversion Date
Country
Currency
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase expiration date
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Priority
Priority Description
Product Interest
Product Interest Description
Rating
Rating Description
Region
Related company
Related contact
Source
Source Description
State/Province
Status
Status Description
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Date of last stage change
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner Id
Owner Id Friendly Name
Owner Id User Account
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Entity TypeRequired
Activity Type
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Due DateRequired
Detail
Category
Owner
Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch usingRequired
ContactRequired
PipelineRequired
NameRequired
Description
Expected Close Date
Actual Close Date
Currency
Duration Basis
Owner
Track
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Auto Change Ticket Status On First Activity
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner Id
Owner Id Friendly Name
Owner Id User Account
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Unique Id
Company name
Natural person
Surname
Name
Address
Anagraphic Company Type Id
Anagraphic Company Type Id Description
Anagraphic Industry Id
Anagraphic Industry Id Description
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner Id
Owner Id Friendly Name
Owner Id User Account
Payment condition
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
Source Description
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Unique id
Name
Surname
Company
Address
Anagraphic Industry Id Description
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Conversion Date
Country
Currency
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase expiration date
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Priority
Priority Description
Product Interest
Product Interest Description
Rating
Rating Description
Region
Related company
Related contact
Source
Source Description
State/Province
Status
Status Description
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Date of last stage change
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner Id
Owner Id Friendly Name
Owner Id User Account
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Anagraphic TypeRequired
Anagraphic ID
Email type
Anagraphic email
Anagraphic name
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Catalog
Product code
Product name
Active product
Availability
Barcode
Category
Cost
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner Id
Owner Id Friendly Name
Owner Id User Account
Print long description in quotes
Quantity
Quantity per box
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the photo of the contact
The Volume of the product
Unit of measure
Unit price
Validity date
VAT
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The Unique id of the Contact
Name
Surname
Address
Area
Area
Assistant
Assistant phone
Birthdate
Birthplace
Business roles (CSV list with ";" separator)
Categories (CSV list with ";" separator)
City
Code
Commercial agent (CSV list with ";" separator)
Company
Contact Commercial Zone
Country
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
External Reference
Gender (Enum property)
Global Or Personal
Indicate if Anagraphic is soft deleted
Job title
Language
Last contact date
Lead
Mailing list consent
Mobile phone 2
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phone 2
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Region
Skype
Source
Source Description
State/Province
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldRequired
OperatorRequired
Filter valueRequired
The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase
Phase expiration date
Probability (%)
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Capsule CRM
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