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Capsule CRM + Karbon

Create Karbon organization contacts from new or updated Capsule CRM opportunities

Stay organized and efficient by streamlining your Capsule CRM and Karbon workflows. With this automation, every time there's a new or updated opportunity in Capsule CRM, it will create an organization contact in Karbon for you. That way, you can easily manage your contacts and opportunities across platforms without any manual effort.

Stay organized and efficient by streamlining your Capsule CRM and Karbon workflows. With this automation, every time there's a new or updated opportunity in Capsule CRM, it will create an organization contact in Karbon for you. That way, you can easily manage your contacts and opportunities across platforms without any manual effort.

  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!
    KarbonKarbon
    Create Organization Contact

    Triggers when a new organization contact is created.

    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

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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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karbon logo

About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

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