Capsule CRM + ClickUp
Create new opportunities in Capsule CRM for every new task in ClickUp
Easily manage your sales opportunities whenever a new task is created in ClickUp. With this workflow, every time there's a new task in ClickUp, it will instantly create an opportunity in Capsule CRM. This efficient process ensures you don't miss any potential income and keeps your CRM updated without any manual intervention.
Easily manage your sales opportunities whenever a new task is created in ClickUp. With this workflow, every time there's a new task in ClickUp, it will instantly create an opportunity in Capsule CRM. This efficient process ensures you don't miss any potential income and keeps your CRM updated without any manual intervention.
- When this happens...New Task
Triggers when tasks are added.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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- 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.
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About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
