Capsule CRM and ZoomInfo integrations and automations

Do everything in one place

Customize your Capsule CRM and ZoomInfo 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

ZoomInfo
  • Updated record Real-time
    Updated event in ZoomInfo

    • 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

ZoomInfo
  • Custom action
    Custom action in ZoomInfo (Custom)
  • Enrich companies Batch
    Enrich companies in ZoomInfo
  • Enrich contacts Batch
    Enrich contacts in ZoomInfo
  • Enrich company location Batch
    Retrieve all locations in ZoomInfo
  • Enrich compliance data Batch
    Retrieve compliance data in ZoomInfo
  • Enrich corporate hierarchy Batch
    Retrieve corporate hierarchy in ZoomInfo
  • Enrich hashtags Batch
    Retrieve hashtags in ZoomInfo
  • Enrich intent Batch
    Retrieve intent in ZoomInfo
  • Enrich news Batch
    Retrieve news in ZoomInfo
  • Enrich organizational chart Batch
    Retrieve organizational chart in ZoomInfo
  • Enrich scoops Batch
    Retrieve scoops in ZoomInfo
  • Enrich technology stack information Batch
    Retrieve techstack information in ZoomInfo
  • Search companies Batch
    Search companies in ZoomInfo
  • Search contacts Batch
    Search contacts in ZoomInfo
  • Search intent Batch
    Search intent in ZoomInfo
  • Search news Batch
    Search news in ZoomInfo
  • Search scoops Batch
    Search scoops in ZoomInfo

    • Any other action you can think up

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