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Capsule CRM + IXACT Contact CRM

Create contacts in IXACT Contact CRM for new or updated opportunities in Capsule CRM

Effortlessly manage your sales pipeline by connecting Capsule CRM to IXACT Contact CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a contact will be created in IXACT Contact CRM, ensuring that your CRM is up-to-date and all client information is easily accessible. Streamline your sales process and improve efficiency with this intelligent automation.

Effortlessly manage your sales pipeline by connecting Capsule CRM to IXACT Contact CRM with this seamless workflow. When a new or updated opportunity occurs in Capsule CRM, a contact will be created in IXACT Contact CRM, ensuring that your CRM is up-to-date and all client information is easily accessible. Streamline your sales process and improve efficiency with this intelligent automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    IXACT Contact CRMIXACT Contact CRM
    Create Contact

    Creates a new Contact record

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    Action
    Write

    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    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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ixact-contact-crm logo
ixact-contact-crm logo

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.
Learn moreHelp

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Related Zap Templates

  • Create leads in IXACT Contact CRM for new or updated opportunities in Capsule CRM

Related Zap Templates

 

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