Capsule CRM + iubenda integrations
Create iubenda consents for new or updated Capsule CRM opportunities
Stay on top of new or updated opportunities in your Capsule CRM by instantly creating consent records in iubenda. With this automation, every time an opportunity is added or updated in Capsule CRM, the workflow will create a new consent record in iubenda, ensuring that your compliance documentation remains up-to-date. Save time, reduce manual work, and maintain an organized consent management process.
- When this happens...New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
- automatically do this!Create a New ConsentThis action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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More things you can do with Capsule CRM and iubenda
Discover other triggers and actions you can use with Capsule CRM and iubenda
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite- Entity TypeRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Entity TypeRequired
- Activity Type
- NoteRequired
ActionWrite- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionWrite
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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With the iubenda Consent Solution you can record and manage GDPR consent and privacy preferences for each of your users, integrating your consent collection forms, your legal documents and includes a user-friendly dashboard for reviewing consent records of your activities.
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