Add new Capsule CRM people to ActiveTrail as contacts
About
Every time a new person is created in Capsule CRM, Make will automatically create a new contact in ActiveTrail.
Apps Included
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Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new contact in ActiveTrail. The template uses this example spreadsheet.
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This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.
The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.
The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.
This template adds a new row into a Google Sheets spreadsheet as soon as a new survey response is collected by Refiner.
While setting up the template, you need to take a generated webhook URL from Make and use it in Integrations>Webhooks in the Refiner UI.
The template expects your Refiner survey to have these questions:
- How disappointed would you be if you could no longer use our service?
- NPS score
The template saves the responses to this sample Google Sheets spreadsheet. You can make a copy of it for testing purposes.
Note that email values from Refiner will only be passed to Google Sheets if they are available for the particular survey submission.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Update a member or create a new member in a group and send a campaign if provided.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
FAQ