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CampLegal + Capsule CRM

Create CampLegal leads from new or updated Capsule CRM opportunities

Effortlessly manage your leads and sales pipeline with this seamless integration between Capsule CRM and CampLegal. When a new or updated opportunity occurs in Capsule CRM, it will automatically create a lead in the CampLegal app, helping you stay on top of potential clients and ensuring no opportunity slips through the cracks.

Effortlessly manage your leads and sales pipeline with this seamless integration between Capsule CRM and CampLegal. When a new or updated opportunity occurs in Capsule CRM, it will automatically create a lead in the CampLegal app, helping you stay on top of potential clients and ensuring no opportunity slips through the cracks.

  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!
    CampLegalCampLegal
    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
camplegal logo
camplegal logo

About CampLegal

CampLegal is a practice management software for LawFirms.

Related categories

  • Contact Management
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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