Do everything in one place
Customize your Capsule CRM and Pigeonhole Live 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
Pigeonhole Live
- Add a registrantCreate a registrant in a Pigeonhole.
- Create a PigeonholeCreate a Pigeonhole in Pigenhole Live.
- Create a sessionCreate a session in a Pigeonhole.
- Delete a registrantDelete an existing registrant in a Pigeonhole.
- Get list of interactionsList actions performed by the attendees in a Pigeonhole.
- Get a PigeonholeFetch a Pigeonhole in Pigenhole Live.
- Get list of attendeesList attendees of a Pigeonhole in Pigenhole Live.
- Get list of PigeonholesList the Pigeonholes in Pigenhole Live.
- Get list of registrantsList registrants of a Pigeonhole in Pigenhole Live.
- Get list of sessionsList the sessions in a Pigenhole.
- Update a registrantUpdate an existing registrant in a Pigeonhole.
- Update a sessionUpdate a session in a Pigeonhole.
Any other action you can think up
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