Capsule CRM + GoProposal
Add new GoProposal proposals as Capsule CRM opportunities
This Zap helps save time by automatically adding an opportunity in Capsule CRM from a new proposal in GoProposal. If the contact doesn't already exist in Capsule, they will be added.
This Zap helps save time by automatically adding an opportunity in Capsule CRM from a new proposal in GoProposal. If the contact doesn't already exist in Capsule, they will be added.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Create Opportunity
Creates a new Opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.