Add an Intellinote task for new Capsule CRM opportunities

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
Add an Intellinote task for new Capsule CRM opportunities
Capsule CRM integration logo

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 integration logo

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

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