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Customize your Capsule CRM and Google People integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM
  • Any other trigger you can think up

Google People
  • New contact
    New contact in Google People
  • New or updated contact
    New or updated contact in Google People
  • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM
  • Any other action you can think up

Google People
  • Custom action
    Custom action in Google People (Custom)
  • Copy other contacts to my contacts
    Copy other contacts to my contacts in Google People
  • Create contact
    Create contact in Google People
  • Search contacts Batch
    Search contacts in Google People
  • Search other contacts Batch
    Search other contacts in Google People
  • Update contact
    Update contact in Google People
  • Any other action you can think up

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