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Capsule CRM + Hnry

Create Hnry clients from new or updated Capsule CRM contacts

Effortlessly manage your clients between Capsule CRM and Hnry with this seamless workflow. Whenever a new or updated contact occurs in Capsule CRM, a client is created in Hnry. This way, your client information stays up-to-date, and you can focus on delivering exceptional service instead of manual data entry.

Effortlessly manage your clients between Capsule CRM and Hnry with this seamless workflow. Whenever a new or updated contact occurs in Capsule CRM, a client is created in Hnry. This way, your client information stays up-to-date, and you can focus on delivering exceptional service instead of manual data entry.

  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!
    HnryHnry
    Create Client

    Creates a new client.

    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

Related categories

  • CRM (Customer Relationship Management)

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hnry logo

About Hnry

Hnry is a service for contractors, freelancers, sole traders, and self-employed individuals that takes away all the hassle of tax and compliance as well as providing you with the necessary tools to manage any additional financial admin.

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