Capsule CRM + ClickUp
Create ClickUp subtasks for new or updated Capsule CRM opportunities
Stay organized and efficient by creating subtasks in ClickUp whenever there's a new or updated opportunity in Capsule CRM. This workflow helps you streamline your sales management process, ensuring important tasks are delegated and tracked in ClickUp, keeping your sales pipeline in check and accelerating your business growth.
Stay organized and efficient by creating subtasks in ClickUp whenever there's a new or updated opportunity in Capsule CRM. This workflow helps you streamline your sales management process, ensuring important tasks are delegated and tracked in ClickUp, keeping your sales pipeline in check and accelerating your business growth.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Subtask
Creates a new subtask
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
Highrise
CRM (Customer Relationship Management)
Streak
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
