Loading

Capsule CRM + Contacts+

Add notes to Contacts+ for new or updated Capsule CRM contacts

Keep your Capsule CRM and Contacts+ notes up-to-date with this seamless automation. Whenever a contact is created or updated in Capsule CRM, a note will be added to the corresponding Contacts+ entry. This way, you'll never miss important information and can easily maintain consistent notes across both platforms.

Keep your Capsule CRM and Contacts+ notes up-to-date with this seamless automation. Whenever a contact is created or updated in Capsule CRM, a note will be added to the corresponding Contacts+ entry. This way, you'll never miss important information and can easily maintain consistent notes 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+
    Add Note to Contact

    Appends a note to a contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Highrise integrationsHighrise integrations

Highrise

CRM (Customer Relationship Management)
Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
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.

Related categories

Similar apps

Google Contacts integrationsGoogle Contacts integrations

Google Contacts

Contact Management, Google
Evernote Business integrationsEvernote Business integrations

Evernote Business

Notes
Interact integrationsInteract integrations

Interact

Forms & Surveys