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Capsule CRM + Deadline Funnel

Create deadlines in Deadline Funnel for new or updated opportunities in Capsule CRM

Stay on top of important business opportunities with this efficient workflow that connects Capsule CRM and Deadline Funnel. When a new or updated opportunity arises in Capsule CRM, a corresponding start deadline will be created in Deadline Funnel, ensuring you never miss a crucial deadline. Streamline your sales process and consistently meet your targets with this seamless integration.

Stay on top of important business opportunities with this efficient workflow that connects Capsule CRM and Deadline Funnel. When a new or updated opportunity arises in Capsule CRM, a corresponding start deadline will be created in Deadline Funnel, ensuring you never miss a crucial deadline. Streamline your sales process and consistently meet your targets with this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Deadline FunnelDeadline Funnel
    Start Deadline

    Starts a deadline for a specific lead.

    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
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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deadline-funnel logo

About Deadline Funnel

Gives your prospects a unique, authentic deadline so they have a reason to buy now

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