Capsule CRM + Teamup Calendar

Create new Capsule CRM opportunities from new Teamup Calendar events

Save time and stay organized by connecting your Teamup Calendar with Capsule CRM. With this workflow, as soon as a new event is added on your Teamup Calendar, it will instantly create an opportunity in your Capsule CRM. This automation is ideal for businesses looking to streamline their event planning and sales process. No more manual data entry, now you can focus on maximizing your opportunities while staying on top of your schedule.

When this happens...
New Event
Triggers when an event is created.
TriggerPolling
automatically do this!
Create Opportunity
Creates a new Opportunity.
ActionWrite

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Supported triggers and actions

- Sub-calendarRequired
Trigger
Polling
Try It
- Sub-calendarRequired
- Time BeforeRequired
- Time Before (Unit)Required
- Search Term
Trigger
Polling
Try It
- Sub-calendarRequired
- Search TermRequired
Trigger
Polling
Try It
New Sub-Calendar
Triggers when a Sub-Calendar is created.
Trigger
Polling
Try It
- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write

- Sub-calendarRequired
- EventRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Remote ID
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

- Sub-calendarRequired
- Search Term
Trigger
Polling
Try It
- Sub-calendarRequired
Trigger
Polling
Try It
- Sub-calendarRequired
Trigger
Polling
Try It
- Sub-calendarRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Sub-calendarRequired
- EventRequired
Action
Write
- Sub-calendarRequired
- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write
- 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

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 Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

Learn more

Related categories

Team Collaboration

Related Zap Templates

Create Teamup Calendar events for new or updated Capsule CRM opportunities

Create events in Teamup Calendar for new or updated contacts in Capsule CRM

Capsule CRM + Teamup Calendar

Create new Capsule CRM opportunities from new Teamup Calendar events

Event Cancelled

Event Start

New Event Matching Search

New Sub-Calendar

Create Sub-Calendar

Update Event

Find Event Matching Remote ID

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

Event Ended

New Event

New or Updated Event

Create Event

Delete Event

Update Sub-Calendar

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

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Teamup Calendar

Related categories

Related Zap Templates

Related Zap Templates