Capsule CRM + Encircle
Create Encircle property claims for new or updated Capsule CRM contacts
Effortlessly manage your contacts and property claims with this Capsule CRM to Encircle workflow. Whenever a new or updated contact is added in Capsule CRM, a property claim will be created in Encircle, keeping your records organized and up-to-date. Streamline your CRM and claims process with this efficient automation.
Effortlessly manage your contacts and property claims with this Capsule CRM to Encircle workflow. Whenever a new or updated contact is added in Capsule CRM, a property claim will be created in Encircle, keeping your records organized and up-to-date. Streamline your CRM and claims process with this efficient automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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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.
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CRM (Customer Relationship Management)About Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.