Capsule CRM + Hunter

Create Hunter recipients from new or updated Capsule CRM opportunities

Stay updated with the latest opportunities in your Capsule CRM and seamlessly add new or modified contacts to your Hunter recipient list with this efficient workflow. When an opportunity in Capsule CRM is added or updated, the contact will be instantly included as a recipient in Hunter, allowing you to effectively manage your leads and connect with the right people without any manual effort.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Recipient
Adds a recipient to one of your ongoing campaigns.
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

- 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
- Campaign
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
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- CampaignRequired
- EmailRequired
Action
Write
- Domain or CompanyRequired
- First NameRequired
- Last NameRequired
- Max duration
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 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
- Campaign
Trigger
Instant
Try It
New Campaign
Triggers when a new campaign is available to your account.
Trigger
Scheduled
Try It
- EmailRequired
- First Name
- Last Name
- Company
- Position
- Twitter
- Phone Number
- LinkedIn URL
- Company Industry
- Company Size
- Confidence Score
- Website
- Country Code
- Source
- Notes
- List
Action
Write
- Domain or CompanyRequired
Action
Search
- EmailRequired
Action
Search

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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