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Customize your Capsule CRM and LinkedIn 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

LinkedIn
  • New lead gen form submitted Real-time
    New lead gen form submitted in LinkedIn
  • 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

LinkedIn
  • Custom action
    Custom action in LinkedIn (Custom)
  • Get campaign details by ID
    Get campaign details by ID in LinkedIn
  • Get lead gen form response by ID
    Get lead gen form response by ID in LinkedIn
  • Retrieve a list of campaigns by status Batch
    Retrieve a list of campaigns by status in LinkedIn
  • Search lead gen form responses Batch
    Search lead gen form responses from LinkedIn
  • Any other action you can think up

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