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Capsule CRM + Funnelytics

Track new or updated opportunities in Capsule CRM by triggering custom actions in Funnelytics

Efficiently manage your sales funnel with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, it triggers a custom action in Funnelytics, ensuring your funnel remains accurate and up-to-date. Save time and focus on your sales process while the automation handles the details for you.

Efficiently manage your sales funnel with this streamlined workflow. When a new or updated opportunity arises in Capsule CRM, it triggers a custom action in Funnelytics, ensuring your funnel remains accurate and up-to-date. Save time and focus on your sales process while the automation handles the details for you.

  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!
    FunnelyticsFunnelytics
    Custom Action

    Track any kind of action that you want with the flexibility of the custom action

    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

    • 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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funnelytics logo

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

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