Capsule CRM + Reply

Mark new or updated Capsule CRM opportunities as finished tasks in Reply

Effortlessly manage your sales opportunities with this seamless workflow that integrates Capsule CRM and Reply. When a new or updated opportunity surfaces in Capsule CRM, the automation updates it in Reply, enabling smooth communication and progress tracking with your leads. Enhance your sales productivity and keep your team aligned without any manual intervention.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Mark as Finished
Mark as Finished a person in the campaign
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
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
New Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
Trigger
Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
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Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person EmailRequired
Action
Write
- EmailRequired
- Campaign IdRequired
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
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
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New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
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New Email Opened
Triggers when a person opens your email.
Trigger
Instant
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New Email Replied
Triggers when a person replied.
Trigger
Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
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- Campaign IDRequired
- Force Push
- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person emailRequired
Action
Write
- Sequence IdRequired
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
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.

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