Capsule CRM and Dun and Bradstreet integrations and automations

Do everything in one place

Customize your Capsule CRM and Dun and Bradstreet 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

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

Dun and Bradstreet
  • Custom action
    Custom Action in D&B
  • Get Category
    Get Category details in D&B
  • Enrich Companies
    Enrich Company data by D-U-N-S Number in D&B
  • Match and Enrich Contacts
    Search Contacts in D&B
  • Search Companies
    Search Companies in D&B
  • Match Companies
    Match Companies in D&B

    • Any other action you can think up

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