Capsule CRM + GoProposal
Add notes to Capsule contacts from new proposals in GoProposal
This Zap helps save manual entry by automatically adding a note to your Capsule Contact each time a new proposal is created in GoProposal. If the contact doesn't already exist in Capsule, it will be added for you.
This Zap helps save manual entry by automatically adding a note to your Capsule Contact each time a new proposal is created in GoProposal. If the contact doesn't already exist in Capsule, it will be added for you.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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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.
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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.