Whenever your sales team identifies new sales opportunities, they probably have to log them in multiple places, which is simply not efficient. Instead, set up an Enalyzer survey that your sales team can use to log everything and set up Zapier integrations that will transfer the data where it needs to go. With this Enalyzer-Capsule CRM integration, your sales team can easily and quickly create new sales opportunities.
Note: This integration doesn't update existing opportunities, it only creates new ones.
How this Enalyzer-Capsule CRM integration works
- Someone fills out your Enalyzer survey
- Zapier creates a new sales opportunity based on that data in Capsule CRM
- Capsule CRM
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a respondent completes your survey.
Creates a new respondent and sends out an email invitation.
Triggers when a given action is performed on a Task.
Creates a new Task.