Capsule CRM + HL Pro Tools
Create contacts in HL Pro Tools for new or updated opportunities in Capsule CRM
Stay on top of your sales game with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it will create a contact in HL Pro Tools to ensure you never miss out on potential leads. By streamlining your sales process with this automation, you'll save time and improve lead management.
Stay on top of your sales game with this efficient workflow. When a new or updated opportunity arises in Capsule CRM, it will create a contact in HL Pro Tools to ensure you never miss out on potential leads. By streamlining your sales process with this automation, you'll save time and improve lead management.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
- 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.
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CRM (Customer Relationship Management)About HL Pro Tools
HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.
