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Capsule CRM + Interact

Create new Capsule CRM opportunities from Interact leads automatically

Easily manage your new leads from Interact by creating opportunities in Capsule CRM with this seamless workflow. Whenever there's a new lead in your Interact app, an opportunity will be instantly created in Capsule CRM, allowing you to keep track of potential deals and client information in one place. Simplify your sales process and never miss an opportunity again with this efficient automation.

Easily manage your new leads from Interact by creating opportunities in Capsule CRM with this seamless workflow. Whenever there's a new lead in your Interact app, an opportunity will be instantly created in Capsule CRM, allowing you to keep track of potential deals and client information in one place. Simplify your sales process and never miss an opportunity again with this efficient automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    Action
    Write

    • 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
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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

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