Capsule CRM + DropFunnels

Create DropFunnels leads from new or updated Capsule CRM opportunities

Effortlessly keep track of your sales leads with this automation between Capsule CRM and DropFunnels. Whenever there's a new or updated opportunity in Capsule CRM, this workflow creates a lead in DropFunnels, ensuring your sales pipeline stays organized and up-to-date. Stay focused on closing deals while the seamless connection between your CRM and marketing platform takes care of the rest.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Lead
Triggers when a new lead is added.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- 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
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- QuizRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
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
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- NameRequired
- Email
- Phone NumberRequired
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- SiteRequired
- Email
- Phone Number
- Move Lead From PipelineRequired
- Move Lead to PipelineRequired
- Move Lead to Pipeline StageRequired
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)

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About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

Related categories

Website Builders

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Zapier Interfaces

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

Related Zap Templates

Create DropFunnels members from new or updated Capsule CRM opportunities

Related Zap Templates

Create DropFunnels members from new or updated Capsule CRM opportunities

Capsule CRM + DropFunnels

Create DropFunnels leads from 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

Course Member Deleted

New Order Created - All Products (Individual Events)

New Subscription Order Created on All Products

New Quiz Result

Course Lesson Completed

Course Unit Completed

New Order Created - Main Product Only

New Order Created - Upsell/Downsell Only

Delete Member

Create Member

Update Course Member

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

Course Member Deactivated

New Course Member Added

New Order Created - All Products (Single Event)

Appointment Cancelled

Course Completed

Course Module Completed

New Lead

Appointment Created

Deactivate Member

Create Lead

Move Lead in Pipeline

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About DropFunnels

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates