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Capsule CRM + Freshsales Classic

Update Freshsales Classic leads with new or updated Capsule CRM opportunities

Keep your sales pipeline up-to-date by easily connecting Capsule CRM and Freshsales Classic. With this automation workflow, whenever a new or updated opportunity arises in Capsule CRM, the corresponding lead in Freshsales Classic will be updated as well, ensuring both platforms remain synchronized and organized. Save time and maintain consistency across your sales activities with this efficient process.

Keep your sales pipeline up-to-date by easily connecting Capsule CRM and Freshsales Classic. With this automation workflow, whenever a new or updated opportunity arises in Capsule CRM, the corresponding lead in Freshsales Classic will be updated as well, ensuring both platforms remain synchronized and organized. Save time and maintain consistency across your sales activities with this efficient process.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Update Lead

    Updates an existing lead.

    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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freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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