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BoondManager + Capsule CRM

Create BoondManager companies from new or updated opportunities in Capsule CRM

Streamline your sales pipeline management with this Capsule CRM and BoondManager integration. When a new or updated opportunity emerges in Capsule CRM, this workflow takes care of the corresponding action in BoondManager. Enjoy better organization and efficiency as you focus on closing deals and expanding your business.

Streamline your sales pipeline management with this Capsule CRM and BoondManager integration. When a new or updated opportunity emerges in Capsule CRM, this workflow takes care of the corresponding action in BoondManager. Enjoy better organization and efficiency as you focus on closing deals and expanding your business.

  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!
    BoondManagerBoondManager
    Create a Company

    Creates a Company

    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

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
boondmanager logo
boondmanager logo

About BoondManager

BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!
Help

Related categories

  • CRM (Customer Relationship Management)

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