Capsule CRM + involve.me
Create tasks in Capsule CRM for new completed submissions in involve.me
Streamline your submission management process with this workflow that creates tasks in Capsule CRM when forms are completed in involve.me. Stay organized and never miss a follow-up as each submitted form generates a new task in your Capsule CRM. Efficiently keep track of leads and maintain customer relationships with this seamless integration.
Streamline your submission management process with this workflow that creates tasks in Capsule CRM when forms are completed in involve.me. Stay organized and never miss a follow-up as each submitted form generates a new task in your Capsule CRM. Efficiently keep track of leads and maintain customer relationships with this seamless integration.
- When this happens...
- automatically do this!Create Task
Creates a new Task.
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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.
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CRM (Customer Relationship Management)About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
