Capsule CRM + Cloze
Create Cloze todos for new or updated Capsule CRM opportunities
Keep your sales tasks organized by connecting Capsule CRM and Cloze with this automation. When a new or updated opportunity is detected in Capsule CRM, a to-do item will be created in Cloze, ensuring all your follow-ups are in one place. Stay on top of your leads and close deals faster with this seamless workflow.
Keep your sales tasks organized by connecting Capsule CRM and Cloze with this automation. When a new or updated opportunity is detected in Capsule CRM, a to-do item will be created in Cloze, ensuring all your follow-ups are in one place. Stay on top of your leads and close deals faster with this seamless workflow.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create ToDo
Creates a new ToDo.
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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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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.