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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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Productboard

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SalesforceIQ

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ProdPad

Clubhouse

Appcues

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ConnectWise

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Copper

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Pipedrive

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Streak

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SugarCRM

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Mindbody

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Virtuous CRM

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Zoho CRM

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Pipeliner

Freshsale

Freshsales

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Agile CRM

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Dynamo

Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Capsule CRM

Customer Relationship Management (CRM)

Retrieves an individual asset by unique ID.

Get asset

Retrieves a list of assets, matching specific search criteria.

List assets by search query

List upload profiles DDL

Retrieves a list of vocabulary values for the field.

List values

List assets by search query DDL

List fields

List fields DDL

Retrieves a collection of profiles for upload.

List upload profiles

Upload file

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The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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Widen

Product Management

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MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

Resources

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to Capsule CRM and Widen

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Capsule CRM and Widen integrations couldn’t be easier with the Tray platform’s robust Capsule CRM and Widen connector, which connects any services without the need for separate integration tools.

Capsule CRM and Widen integrations couldn’t be easier with the Tray platform’s robust Capsule CRM and Widen connectors, which can connect to any service without the need for separate integration tools.

Integrate Capsule CRM and Widen with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Capsule CRM and Widen and any other API, database, webhook, and more.

Capsule CRM and Widen integration + automation

Capsule CRM and Widen Connector Details

Popular Capsule CRM and Widen integrations

Capsule CRM and Widen templates