Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

Google Sheets - Icon

Google Sheets

Monday-icon-color

Monday

Airtable-icon-color

Airtable

RUUM-icon-color

ruum by SAP

SalesforceIQ-icon-color

SalesforceIQ

ConnectWise - Icon

ConnectWise

Mindbody - Icon

Mindbody

Copper - Icon

Copper

Trello - Icon

Trello

SugarCRM - Icon

SugarCRM

Pipedrive - Icon

Pipedrive

Smartsheet

Zoho CRM - Icon

Zoho CRM

Streak-icon-color

Streak

Workfront-icon-color

Workfront

AgileCRM-icon-color

Agile CRM

Virtuous-icon-color

Virtuous CRM

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Capsule CRM - Icon

Capsule CRM

Customer Relationship Management (CRM)

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

Zendesk Sell

Project Management

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

cvent-logo-white

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

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

Lorem ipsum dolor

UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

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

Tray.io > Tray.ai animation DARK

Homepage Tray.ai logo animation DARK

Tray.io > Tray.ai Animation - LIGHT

Homepage Tray.ai logo animation LIGHT

Capsule CRM and Zendesk Sell integration + automation

Popular Capsule CRM and Zendesk Sell integrations

Capsule CRM and Zendesk Sell Connector Details

Capsule CRM

Zendesk Sell

Tray is the leading AI ready integration and automation platform

Similar connectors to Capsule CRM and Zendesk Sell