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Capsule CRM + Databox

Increase Databox counters for new or updated contacts in Capsule CRM

You'll want to keep track of new contacts in your CRM. With this automation, you can monitor new or updated contacts from Capsule CRM in a Databox counter. You'll now be able to track your most critical prospecting metrics alongside performance data from your other important marketing and sales tools.

You'll want to keep track of new contacts in your CRM. With this automation, you can monitor new or updated contacts from Capsule CRM in a Databox counter. You'll now be able to track your most critical prospecting metrics alongside performance data from your other important marketing and sales tools.

  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!
    DataboxDatabox
    Increase Counter

    Increment a specified metric by 1 every time this action happens.

    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

    • 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)

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databox logo
databox logo

About Databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

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