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Capsule CRM + GreenRope

Create or update GreenRope contacts from new or updated Capsule CRM contacts

Keep your Capsule CRM and GreenRope contacts up-to-date with this seamless automation. Whenever you add or update a contact in Capsule CRM, this workflow will automatically create or update a corresponding contact in your GreenRope account. Save time and maintain consistency across your CRM tools without any manual effort.

Keep your Capsule CRM and GreenRope contacts up-to-date with this seamless automation. Whenever you add or update a contact in Capsule CRM, this workflow will automatically create or update a corresponding contact in your GreenRope account. Save time and maintain consistency across your CRM tools without any manual effort.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    GreenRopeGreenRope
    Create or Update Contact

    Creates a new contact, updates an existing contact if exists.

    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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greenrope logo
greenrope logo

About GreenRope

Small business marketing software providing powerful and easy to use CRM, email marketing, and social media integration.

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