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Capsule CRM + Groopit

Create Groopit list choices for new or updated Capsule CRM contacts

Easily manage your Capsule CRM contacts and keep your Groopit lists updated with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, a list choice is created in Groopit. This seamless integration saves time and ensures that your Groopit lists always align with your Capsule CRM contacts, streamlining your team collaboration and organization.

Easily manage your Capsule CRM contacts and keep your Groopit lists updated with this efficient workflow. Whenever a new or updated contact is added in Capsule CRM, a list choice is created in Groopit. This seamless integration saves time and ensures that your Groopit lists always align with your Capsule CRM contacts, streamlining your team collaboration and organization.

  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!
    GroopitGroopit
    Create List Choice

    Adds a new choice to an existing list field, probably with input from previous steps.

    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

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  • CRM (Customer Relationship Management)

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About Groopit

Groopit makes it easy to collect real-time data and engage the extended team to keep them contributing.

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