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Capsule CRM + involve.me

Create new Capsule CRM contacts from completed involve.me submissions

Effortlessly keep your CRM up to date with this Involve.me and Capsule CRM integration. Whenever you receive a new completed submission in Involve.me, this workflow will create a contact in Capsule CRM for you. Save time and reduce manual data entry so you can focus on building meaningful relationships with your leads and customers.

Effortlessly keep your CRM up to date with this Involve.me and Capsule CRM integration. Whenever you receive a new completed submission in Involve.me, this workflow will create a contact in Capsule CRM for you. Save time and reduce manual data entry so you can focus on building meaningful relationships with your leads and customers.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    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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involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

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