CRM
Connect Capsule CRM to Sortment
Connect Capsule CRM to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys.
- Actions
- 109
- Triggers
- —
- Authentication
- OAuth2, API Key
- Category
- CRM
What Sortment's agents can do in Capsule CRM
109 actions. The ones lifecycle programs use most are shown first.
- Update Entity Tag
- Update User
- Add Project Party
- Create Capsule CRM Category
- Create Custom Field Definition
- Create Entry
- Create Lost Reason
- Create Capsule CRM Milestone
- Create Opportunity
- Add Party to Opportunity
- Create Capsule CRM Party
- Create Project
- Create Stage
- Create Task
- Create Capsule CRM Title
- Create Track
- Create Track Definition
- Run Filter Query
- Search Opportunities
- Search Parties
- Search Projects
- Update Capsule CRM Board
- Update Capsule CRM Category
- Update Custom Field Definition
- Update Entry
- Update Capsule CRM Lost Reason
- Update Capsule CRM Milestone
- Update Opportunity
- Update Capsule CRM Party
- Update Capsule CRM Pipeline
- Update Project
- Update Capsule CRM Stage
- Update Task
- Update Capsule CRM Track
- Update Capsule CRM Track Definition
- Get Current User
Show all 109 actionsShow fewer actions
- Get Entity Tag
- Get User
- List Activity Type Icons
- List Activity Types
- List Boards
- List Board Stages
- List Categories
- List Countries
- List Currencies
- List Custom Field Definitions
- List Deleted Opportunities
- List deleted parties
- List Deleted Projects
- List Entity Entries
- List Entity Tags
- List Entity Tracks
- List Entries By Date
- List Goals
- List Lost Reasons
- List Milestones
- List Opportunities
- List Opportunity Parties
- List Opportunity Projects
- List Organisation Employees
- List Parties
- List Party Opportunities
- List Party Projects
- List Pipeline Milestones
- List Pipelines
- List Project Parties
- List Projects
- List REST Hooks
- List Site
- List Stages
- List Tasks
- List Teams
- List Titles
- List Track Definitions
- List Users
- Get Activity Type
- Get Attachment
- Get Board
- Get Category
- Get Custom Field Definition
- Get Entry
- Get Lost Reason
- Get Milestone
- Get Opportunity
- Get Pipeline
- Get Project
- Get Stage
- Get Task
- Get Track
- Get Track Definition
- Upload Attachment
- Delete Entity Tag
- Delete Board
- Delete Category
- Delete Custom Field Definition
- Delete Entry
- Delete Lost Reason
- Delete Milestone
- Delete Opportunity
- Delete Opportunity Party
- Delete Party
- Delete Project
- Delete Project Party
- Delete Stage
- Delete Task
- Delete Title
- Delete Track
- Delete Track Definition
- Restore Board
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
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See Sortment work with Capsule CRM.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack