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Customize your Capsule CRM and HipChat 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
HipChat
- Custom actionCustom action in HipChat (Custom)
- Add member to private roomAdd member to private room in HipChat
- Create roomCreate room in HipChat
- Invite user to public roomInvite user to public room in HipChat
- Post messagePost message in HipChat
- Reply to messageReply to message in HipChat
- Send private message to peopleSend private message to people in HipChat
Any other action you can think up
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