{"id":9159214694674,"title":"Capsule CRM List Opportunities Integration","handle":"capsule-crm-list-opportunities-integration","description":"\u003ch2\u003eUnderstanding Capsule CRM List Opportunities Integration\u003c\/h2\u003e\n\n\u003cp\u003eThe Capsule CRM List Opportunities Integration is a valuable API endpoint that can be utilized by businesses to streamline their customer relationship management. Before diving into what can be done with this endpoint, it is essential to understand what an opportunity represents in the context of CRM. An opportunity is a potential revenue-generating event or deal with a customer or prospect that needs to be tracked and managed.\u003c\/p\u003e\n\n\u003ch3\u003eCapabilities of the Capsule CRM List Opportunities API Endpoint\u003c\/h3\u003e\n\n\u003cp\u003eThe Capsule CRM List Opportunities API endpoint allows for the retrieval of a list of sales opportunities from Capsule's CRM system. The capabilities provided by this endpoint include:\u003c\/p\u003e\n\n\u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eRetrieving Data:\u003c\/strong\u003e Pull comprehensive data on all the opportunities within the CRM, such as the opportunity's name, status, value, expected close date, associated contacts, and any custom fields that have been set up.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFiltering Results:\u003c\/strong\u003e Utilize parameters in your API call to filter the list based on criteria such as status (open, won, lost), owner, or a date range for the expected close.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSorting:\u003c\/strong\u003e Sort the list by specific fields to prioritize the data according to what is most important for your workflows.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003ePagination:\u003c\/strong\u003e In cases where there are many opportunities, the\u003c\/li\u003e\n\u003c\/ul\u003e","published_at":"2024-03-17T05:15:37-05:00","created_at":"2024-03-17T05:15:38-05:00","vendor":"Capsule CRM","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":48299737678098,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Capsule CRM List Opportunities Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/667c34fc708070b82d1e15b5574946d6_50cd2fd9-e3ac-4671-bd4b-fe61f10ddac8.png?v=1710670538"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/667c34fc708070b82d1e15b5574946d6_50cd2fd9-e3ac-4671-bd4b-fe61f10ddac8.png?v=1710670538","options":["Title"],"media":[{"alt":"Capsule CRM Logo","id":37990390137106,"position":1,"preview_image":{"aspect_ratio":4.238,"height":604,"width":2560,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/667c34fc708070b82d1e15b5574946d6_50cd2fd9-e3ac-4671-bd4b-fe61f10ddac8.png?v=1710670538"},"aspect_ratio":4.238,"height":604,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/667c34fc708070b82d1e15b5574946d6_50cd2fd9-e3ac-4671-bd4b-fe61f10ddac8.png?v=1710670538","width":2560}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003ch2\u003eUnderstanding Capsule CRM List Opportunities Integration\u003c\/h2\u003e\n\n\u003cp\u003eThe Capsule CRM List Opportunities Integration is a valuable API endpoint that can be utilized by businesses to streamline their customer relationship management. Before diving into what can be done with this endpoint, it is essential to understand what an opportunity represents in the context of CRM. An opportunity is a potential revenue-generating event or deal with a customer or prospect that needs to be tracked and managed.\u003c\/p\u003e\n\n\u003ch3\u003eCapabilities of the Capsule CRM List Opportunities API Endpoint\u003c\/h3\u003e\n\n\u003cp\u003eThe Capsule CRM List Opportunities API endpoint allows for the retrieval of a list of sales opportunities from Capsule's CRM system. The capabilities provided by this endpoint include:\u003c\/p\u003e\n\n\u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eRetrieving Data:\u003c\/strong\u003e Pull comprehensive data on all the opportunities within the CRM, such as the opportunity's name, status, value, expected close date, associated contacts, and any custom fields that have been set up.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFiltering Results:\u003c\/strong\u003e Utilize parameters in your API call to filter the list based on criteria such as status (open, won, lost), owner, or a date range for the expected close.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSorting:\u003c\/strong\u003e Sort the list by specific fields to prioritize the data according to what is most important for your workflows.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003ePagination:\u003c\/strong\u003e In cases where there are many opportunities, the\u003c\/li\u003e\n\u003c\/ul\u003e"}