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Capsule CRM + Formatter by Zapier

Capsule CRM + Formatter by Zapier

Capsule CRM + Formatter by Zapier integrations

Format new or updated Capsule CRM contacts with Formatter by Zapier text action

Keep your contact information up-to-date with this efficient workflow between Capsule CRM and Formatter by Zapier. Whenever a new or updated contact is added to Capsule CRM, their information will be formatted in a clean, standardized way using Formatter by Zapier. Stay organized and maintain consistency across your contact records with this seamless automation.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this!
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
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More things you can do with Capsule CRM and Formatter by Zapier

Discover other triggers and actions you can use with Capsule CRM and Formatter by Zapier

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • 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.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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