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Customize your Capsule CRM and Hopin integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
Hopin
- Create Magic LinkCreates magic link for Hopin event
- Create Report for an EventCreate Report for a Hopin event
- Custom actionCustom action in {APP}
- Get All EventsGet list of events from Hopin
- Get Event Registration ListGet list of registrations from Hopin event
- Get Magic LinksReturns the list of magic links for given ticket type for a Hopin event
- Get Event Registrant detailsGet registration details from Hopin registrant
- Get Report DetailsGet details about a Hopin report
- Get List of TicketsGet list of tickets from Hopin event
Any other action you can think up
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