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Capsule CRM + GorillaDesk

Create GorillaDesk leads when new or updated opportunities arise in Capsule CRM

Effortlessly manage your sales leads with this Capsule CRM to GorillaDesk automation. Whenever a new or updated opportunity occurs in Capsule CRM, a lead will be added in GorillaDesk. This streamlined workflow keeps your sales process organized and ensures no potential clients slip through the cracks.

Effortlessly manage your sales leads with this Capsule CRM to GorillaDesk automation. Whenever a new or updated opportunity occurs in Capsule CRM, a lead will be added in GorillaDesk. This streamlined workflow keeps your sales process organized and ensures no potential clients slip through the cracks.

  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!
    GorillaDeskGorillaDesk
    Add Lead

    Adds a new lead to GorillaDesk.

    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
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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gorilladesk logo

About GorillaDesk

GorillaDesk is a field service management system combining scheduling, invoicing, and many more features in one application.

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