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Capsule CRM + Freshdesk

Create new Freshdesk companies from new or updated Capsule CRM contacts

Keep your customer profiles up-to-date with this streamlined workflow. When a contact in Capsule CRM receives new data or an update, the corresponding company profile in Freshdesk is immediately refined. This process minimizes manual data handling and encourages efficient customer interactions.

Keep your customer profiles up-to-date with this streamlined workflow. When a contact in Capsule CRM receives new data or an update, the corresponding company profile in Freshdesk is immediately refined. This process minimizes manual data handling and encourages efficient customer interactions.

  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!
    FreshdeskFreshdesk
    Create Company

    Allows you to create a Company entry in Freshdesk.

    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
capsulecrm logo
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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freshdesk logo
freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

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