Capsule CRM + Cloze
Create Cloze events for new or updated Capsule CRM opportunities
Keep track of new or updated opportunities in Capsule CRM by effortlessly creating timeline events in Cloze with this automation. No more manual updating or forgetting important details - your CRM data stays organized, allowing you to focus on closing deals and growing your business.
Keep track of new or updated opportunities in Capsule CRM by effortlessly creating timeline events in Cloze with this automation. No more manual updating or forgetting important details - your CRM data stays organized, allowing you to focus on closing deals and growing your business.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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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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CRM (Customer Relationship Management)About Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
