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Capsule CRM + Exact Online Bouw

Create Exact Online Bouw contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and Exact Online Bouw contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, it will create a corresponding contact in Exact Online Bouw. Save time and ensure accurate information across both platforms by eliminating manual data entry.

Keep your Capsule CRM and Exact Online Bouw contacts up-to-date with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, it will create a corresponding contact in Exact Online Bouw. Save time and ensure accurate information across both platforms by eliminating manual data entry.

  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!
    Exact Online BouwExact Online Bouw
    Create Contact

    Contact aanmaken

    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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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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exact-bouw7 logo

About Exact Online Bouw

Exact Online Bouw is a construction project management platform.

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