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Capsule CRM + Leadfox

Add contacts to Leadfox list from new or updated opportunities in Capsule CRM

Effortlessly keep your Capsule CRM opportunities and Leadfox contacts in sync with this streamlined workflow. Whenever a new or updated opportunity arises in Capsule CRM, the contact associated with that opportunity will be added to a designated list in Leadfox. This seamless integration ensures that your sales and marketing efforts stay aligned, saving you time and reducing manual data management.

Effortlessly keep your Capsule CRM opportunities and Leadfox contacts in sync with this streamlined workflow. Whenever a new or updated opportunity arises in Capsule CRM, the contact associated with that opportunity will be added to a designated list in Leadfox. This seamless integration ensures that your sales and marketing efforts stay aligned, saving you time and reducing manual data management.

  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!
    LeadfoxLeadfox
    Add Contact to List

    Adds a contact to a Leadfox contact list.

    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
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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leadfox logo

About Leadfox

Leadfox is lead management web software that allows you to increase sales.

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