Capsule CRM + Stikkum

Create or update Stikkum leads from new or updated Capsule CRM opportunities

Keep your Capsule CRM opportunities and Stikkum leads up to date with this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, this automation will save or update the corresponding lead in Stikkum, ensuring your data remains accurate and organized without any manual effort. Say goodbye to duplicate entries and outdated information, and focus on what matters most - growing your business.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Save or Update Contacts
Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
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
- Behavior EventsRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Database NameRequired
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- City
- State
- Zip Code
- Agent Full Name
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
- Date of Birth
- Closing Date
- Type of loan
- EPO Date
- Fields to Exclude from Update
Action
Write
- First NameRequired
- Last NameRequired
- AddressRequired
- Database NameRequired
- Snooze Period (days)Required
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
New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Trigger
Instant
Try It
- iLink Alert NameRequired
- First NameRequired
- Last NameRequired
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- State
- City
- Zip Code
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
Action
Write
- First NameRequired
- Last NameRequired
- Address
- Email
- Phone
Action
Write
- From databaseRequired
- To databaseRequired
- Note:
- First Name
- Last Name
- Email
- Mobile Number
- Phone Number
- Address
- Zipcode
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