When this happens...
Capsule CRMNew Opportunity
Then do this...
IntellinoteCreate Task

Keep your organization in sync with your sales team by creating a task in Intellinote each time an opportunity is added to Capsule CRM. You're able to trigger this Zapier automation only for certain milestones (New, Bid, Lost, Won or custom) and customize the text of the task, too. Whether it's a to-do for new sales materials or a reminder to turn in call notes, use this integration to streamline your workflow.

What It Does

  1. Zapier keeps an eye on your Capsule CRM account for new opportunities
  2. When an opportunity is created, Zapier adds a task to your Intellinote account

What You Need

  1. Capsule CRM account
  2. Intellinote account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + Intellinote and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

Tag Added to Note

Triggers when a note is assigned a specified tag.

Create Case

Create a new case.

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Become a Zapier Integration Partner

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

Intellinote is a multi-platform (web, mobile, and tablet) application that helps businesses of all sizes capture, collaborate and complete work, quickly and easily.