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Booqable + Capsule CRM

Create Booqable customers from new or updated Capsule CRM contacts

Effortlessly keep your customer records up to date across platforms with this Capsule CRM to Booqable workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create a customer in Booqable, ensuring your client information remains consistent and organized. Say goodbye to manual data entry and streamline your customer management process.

Effortlessly keep your customer records up to date across platforms with this Capsule CRM to Booqable workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create a customer in Booqable, ensuring your client information remains consistent and organized. Say goodbye to manual data entry and streamline your customer management process.

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

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    BooqableBooqable
    Create Customer

    Create a new customer.

    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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About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.
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Related categories

  • CRM (Customer Relationship Management)

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