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Capsule CRM + Front

Create accounts in Front from new or updated opportunities in Capsule CRM

Effortlessly manage your Capsule CRM opportunities and Front accounts with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an account will be created in Front, streamlining your sales and communication processes. Enhance your productivity while staying organized with this seamless integration.

Effortlessly manage your Capsule CRM opportunities and Front accounts with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an account will be created in Front, streamlining your sales and communication processes. Enhance your productivity while staying organized with this seamless integration.

  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!
    FrontFront
    Create Account

    Creates a new Account.

    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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About Front

Front is the shared inbox for teams that brings your email, communication channels, and apps into one platform for collaboration.

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