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4Degrees + Capsule CRM

Create contacts in 4Degrees for new or updated opportunities in Capsule CRM

Effortlessly manage your sales pipeline by connecting Capsule CRM and 4Degrees in this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in your 4Degrees account. This way, you can save time and maintain an organized contact list with minimal manual data entry.

Effortlessly manage your sales pipeline by connecting Capsule CRM and 4Degrees in this seamless workflow. Whenever a new or updated opportunity arises in Capsule CRM, a corresponding contact will be created in your 4Degrees account. This way, you can save time and maintain an organized contact list with minimal manual data entry.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    4Degrees4Degrees
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
4degrees logo
4degrees logo

About 4Degrees

4Degrees is a relationship development tool that helps professionals build stronger, more rewarding networks.
Help

Related categories

  • CRM (Customer Relationship Management)

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