Capsule CRM + DriverReach

Create DriverReach leads from new or updated Capsule CRM opportunities

Easily manage your leads and streamline your recruitment process with this Capsule CRM and DriverReach integration. When a new or updated opportunity happens in Capsule CRM, this workflow will create a driver lead in DriverReach, enabling you to efficiently track your prospects and turn them into potential hires. Stay organized and save time with this seamless connection between your CRM and driver recruitment platform.

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

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Supported triggers and actions

- 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

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
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

- 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 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
- 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
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- PhoneRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Lived at this residence for 3 years or more?
- Legally eligible to work in the U.S.?
- Can read, write, speak and understand English?
- Drug and alcohol positive tests or refusals
- Can provide documentation, that confirms successful completion of the DOT return to duty process?
- Applicant has a TWIC card?
- TWIC Card expiration
- Revoked licenses, permits or privileges
- Please explain license issues (include dates and details)
- Driving convictions
- Explain convictions (include dates and details)
- Drug and alcohol convictions
- Explain drug convictions (include dates and details)
- Date of Birth
- CDL Driving Experience
- CDL Class
- CDL Number
- CDL State
- CDL Expiration
- Has Endorsements
- Endorsement List
- Location Name
- Lead Source Name
- Position Type
- Driving Experience Years
- Reference Code
- Variety
- Notes
- Violation Date
- State Where Violation Occurred
- Charge or Description
- Driving a Commercial Vehicle?
- Penalty / Fine
- Date of the Accident
- Accident City
- Accident State
- Accident Details
- In a Commercial Vehicle?
- Was This Accident Preventable?
- Any Injuries or Fatalities?
- Was Anyone Towed?
- Was a Ticket Issued as a Result?
- Company Name
- Current Employer?
- Start Date
- End Date
- Street Address 1
- Street Address 2
- City
- State
- Zip Code
- Company Email
- Company Phone
- Company Fax
- Position Held
- Reason for Leaving?
- May this Employer be Contacted?
- Operated a Commercial Motor Vehicle?
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Type of Work Performed (enter all that apply)
- Equipment Operated During Employment (enter all that apply)
- Branch of Service
- Start Date
- End Date
- Rank at Discharge
- Operated Heavy Equipment?
- Received Honorable Discharge?
- Explain Discharge
- School Name
- Start Date
- End Date
- City
- State
- School Email
- School Fax Number
- School Phone Number
- Subject to FMCSRs and Subject to Alcohol and Controlled Substance Testing?
- Unemployment Start Date
- Unemployment End Date
- Unemployment Details
- Currently Unemployed?
- Custom applicant fields
- Question
- Answer
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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