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Accelo + Capsule CRM

Create or update Accelo contacts from new or updated Capsule CRM opportunities

Easily streamline your sales process by connecting Capsule CRM and Accelo. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a contact will be created or updated in Accelo. Save time by automating this essential task, allowing you to focus on nurturing leads and closing deals.

Easily streamline your sales process by connecting Capsule CRM and Accelo. With this workflow, whenever there's a new or updated opportunity in Capsule CRM, a contact will be created or updated in Accelo. Save time by automating this essential task, allowing you to focus on nurturing leads and closing deals.

  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!
    AcceloAccelo
    Create/Update Contact

    Creates a new contact or updates a contact if it already exists.

    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
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accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.
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Related categories

  • Project Management

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