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Capsule CRM + Contacts+

Update Contacts+ contacts when new or updated Capsule CRM contacts appear

Keep your Capsule CRM and Contacts+ records updated seamlessly with this efficient automation. Whenever you add or update a contact in Capsule CRM, this workflow will automatically update the corresponding contact in Contacts+. Stay organized and save time by streamlining your contact management across both platforms.

Keep your Capsule CRM and Contacts+ records updated seamlessly with this efficient automation. Whenever you add or update a contact in Capsule CRM, this workflow will automatically update the corresponding contact in Contacts+. Stay organized and save time by streamlining your contact management across both platforms.

  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!
    Contacts+Contacts+
    Update Contact

    Updates a contact.

    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

    • 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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contacts-plus logo
contacts-plus logo

About Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.

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