Loading

Capsule CRM + Convo

Create Convo posts for new or updated Capsule CRM contacts

Effortlessly keep your team informed about new or updated contacts in Capsule CRM by setting up this workflow. With this automation, every time there's a new or updated contact in Capsule CRM, a post will be created in Convo, ensuring your team is always up-to-date on your customer relationships. Stay organized and efficient by bridging the gap between your CRM and communication platforms.

Effortlessly keep your team informed about new or updated contacts in Capsule CRM by setting up this workflow. With this automation, every time there's a new or updated contact in Capsule CRM, a post will be created in Convo, ensuring your team is always up-to-date on your customer relationships. Stay organized and efficient by bridging the gap between your CRM and communication 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!
    ConvoConvo
    Create Post

    Creates a new post in Convo.

    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

    • 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)

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)
convo logo
convo logo

About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.

Related categories

Similar apps

Yammer integrationsYammer integrations

Yammer

Microsoft, Team Chat
Podio integrationsPodio integrations

Podio

Project Management
Fleep integrationsFleep integrations

Fleep

Team Chat