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Capsule CRM + Infinity

Create Infinity items for new or updated Capsule CRM contacts

Keep your Capsule CRM contacts organized in the Infinity app with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a new item in Infinity, ensuring that your contact information remains up-to-date and easily accessible across both platforms. Stay on top of your contact management without any extra manual work.

Keep your Capsule CRM contacts organized in the Infinity app with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a new item in Infinity, ensuring that your contact information remains up-to-date and easily accessible across both platforms. Stay on top of your contact management without any extra manual work.

  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!
    InfinityInfinity
    Create a New Item

    Creates a new item in a specific workspace, board and folder.

    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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infinity logo
infinity logo

About Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

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