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Capsule CRM + Clockify

Create Clockify clients from new or updated Capsule CRM contacts

Keep your client information up-to-date across your CRM and time tracking tool with this automation. When a new or updated contact is added in Capsule CRM, this workflow will create a client in Clockify, ensuring that your time tracking tool accurately reflects your CRM contacts. Streamline your client management process and reduce the need for manual data entry with this seamless integration.

Keep your client information up-to-date across your CRM and time tracking tool with this automation. When a new or updated contact is added in Capsule CRM, this workflow will create a client in Clockify, ensuring that your time tracking tool accurately reflects your CRM contacts. Streamline your client management process and reduce the need for manual data entry with this seamless integration.

  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!
    ClockifyClockify
    Create Client

    Creates a client on a specified workspace.

    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
capsulecrm logo
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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clockify logo
clockify logo

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

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